GILMAN HILL ASSET MANAGEMENT, LLC
Firm details
- Headquarters
- NEW CANAAN, Connecticut
- CRD number
- 143970
- Registered since
- June 5, 2007
- Website
- gilmanhill.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, STATE STREET BANK AND TRUST COMPANY, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI59.8%
- State / Municipal Government28.19%
- Other Investment Advisers7.29%
- Charitable Organizations2.12%
- Corporations / Businesses1.08%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Gilman Hill Asset Management, LLC is an independent registered investment adviser that has operated since 2007 and serves both individual/family and institutional clients. The firm runs on a percentage-of-assets fee model and focuses its investment activity on publicly traded equities, using portfolio management and financial planning as core client services. Gilman Hill’s asset mix and filings show a clear preference for exchange-traded equities and separately managed equity exposures, supplemented by mutual funds and selective ETF use. The firm does not position itself as a third‑party capital allocator; instead it implements portfolios directly for clients. Gilman Hill was recognized on Forbes’ lists of top RIA firms in both 2023 and 2024, indicating industry visibility alongside its client-facing advisory practice.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities86%
- Cash & Cash Equivalents7%
- Investment Grade Corp Bonds3%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
2 of 2JOHN HARRINGTON
Chief Operating Officer and Chief Compliance OfficerCRD 5759128
JENNY HARRINGTON
CEO & Portfolio ManagerCRD 2890383
Contacts
3 of 4Brigid Lahiff
AnalystCRD 7895289
GREGORY STANEK
Portfolio ManagerCRD 2847034
JONATHAN OHERRON
Co - Founder and Portfolio ManagerCRD 1230702
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 39Active vs passive
$44.3M in ETFs
96%
$42.7M
3%
$1.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SMALL-CAP INDEX FUND (VB) | Vanguard | Passive | Small Blend | $7.5M | 28,450 | 16.81% |
Location
NEW CANAAN, CT
FAIRFIELD
Location
NEW CANAAN, CT
Headquartered in NEW CANAAN, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- FAIRFIELD
- Address
- 220 Elm St
- Time zone
- ET (UTC-5)
- Office locations
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