RIA Intel›Advisers›Texas›GILLILAND INVESTMENT MANAGEMENT, INC.

GILLILAND INVESTMENT MANAGEMENT, INC.

Advisory

CANYON, TX

Data as of Mar 23, 2026 · Source: SEC Form ADV

Rank in TX

#1,759

of 2,813 advisers by AUM

Average account

$261K

across 190 accounts

AUM per adviser

$50M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM

$50M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$50M

Discretionary AUM$50M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients86

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InTX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

86 clients

15 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

SARACEN ENERGY ADVISORS, LP

$50M

MAC ADAMS WEALTH ADVISORS, LLC

$50M

GEORGE MICHAEL MCWHORTER

$49M

TIME VALUE OF MONEY, L.P.

$50M

$49M

STREAM CAPITAL MANAGEMENT, L.P.

$49M

Get the full picture on GILLILAND INVESTMENT MANAGEMENT, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track GILLILAND INVESTMENT MANAGEMENT, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans