GILLILAND INVESTMENT MANAGEMENT, INC.

Overview

Gilliland Investment Management, Inc. is a small, independent registered investment adviser serving individuals, families and small-business clients. The firm operates as a fee-based practice, charging a percentage of assets under management and offering hourly billing for planning work. Its primary advisory services are financial planning and discretionary portfolio management for individual and small-business clients. Investment activity centers on publicly traded pooled vehicles—primarily mutual funds—and selective use of third-party real estate strategies. The firm is not positioned as an ESG-driven allocator and does not report multi-state advisory activity. Portfolio management appears to be tax- and accounting-aware given the firm’s business linkage to accounting services, and discretionary mandates account for the entirety of the reported AUM. Custody and trading are routed through Fidelity Brokerage Services, which holds the firm’s assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices