# DAVID P. GILLIAM & ASSOCIATES, INC.

DAVID P. GILLIAM & ASSOCIATES, INC. of MUNCIE, IN is an SEC-registered investment adviser.

## Registration

- CRD: 285515
- Type: SEC-registered investment adviser
- SEC file number: 801-123723
- Location: 2600 WEST JACKSON, MUNCIE, IN, 47303
- Phone: 765-281-0012
- Latest filing: 2026-06-17
- Regulatory AUM: $186.7M
- Discretionary AUM: $186.7M
- Clients: 3
- Accounts: 573

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Karen Kay Gilliam | SHAREHOLDER | — |
| David Paul Gilliam | SHAREHOLDER/CCO | — |
| GILLIAM KAREN KAY | SHAREHOLDER | — |
| GILLIAM DAVID PAUL | SHAREHOLDER/CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/285515/brochure
- Similar advisers: https://search.stillhousedata.com/firm/285515/similar
- Related entities: https://search.stillhousedata.com/firm/285515/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/285515

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.