GALLIOTT CAPITAL ADVISORS, LLC

CRD 313094 · SEC 801-120725

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9401 WILSHIRE BLVD., STE 705, BEVERLY HILLS, CA, 90212, United States

Phone

310-362-3320

Fax

323-472-6595

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$249.0M

Discretionary AUM

$197.9M

Team

6 total employees; 2 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees; CONSULTING

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersINSTITUTIONAL CONSULTING

Client types

Type	Clients	AUM
Individuals	21	$4.3M
High net worth individuals	51	$110.8M
Pooled investment vehicles	5	$40.4M
Pension/profit sharing plans	4	$8.4M
Insurance companies	1	$24.3M
Corporations/business entities	31	$60.8M

States served

All web addresses on file

https://www.linkedin.com/company/galliott/
https://www.galliott.com/

Official SEC filing: View on IAPD