DAVID P. GILLIAM & ASSOCIATES, INC.

DAVID P. GILLIAM & ASSOCIATES, INC. of MUNCIE, IN is an SEC-registered investment adviser (CRD 285515). Regulatory assets under management: $186.7M.

Registration

• CRD: 285515
• SEC file number: 801-123723
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 285515 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search