GILMAN HILL ASSET MANAGEMENT, LLC

RIASEC RegisteredEst. 2007
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$1.9M
Accounts
648
Employees
10
Advisory reps
6

Firm details

Headquarters
NEW CANAAN, Connecticut
CRD number
143970
Registered since
June 5, 2007
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 86%, Cash & Cash Equivalents 7%, Investment Grade Corp Bonds 3%, US Government Bonds 1%, State & Local Bonds 1%, Non-Investment Grade Corp Bonds 1%, Public Funds/Mutual Funds 1%86%
  • Exchange Traded Equities86%
  • Cash & Cash Equivalents7%
  • Investment Grade Corp Bonds3%
  • US Government Bonds1%
  • State & Local Bonds1%

Owners & executives

2 of 2
  • JOHN HARRINGTON

    Chief Operating Officer and Chief Compliance OfficerCRD 5759128

  • JENNY HARRINGTON

    CEO & Portfolio ManagerCRD 2890383

Contacts

3 of 4
  • Brigid Lahiff

    AnalystCRD 7895289

  • GREGORY STANEK

    Portfolio ManagerCRD 2847034

  • JONATHAN OHERRON

    Co - Founder and Portfolio ManagerCRD 1230702

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 39

Active vs passive

$44.3M in ETFs

Passive

96%

$42.7M

Active

3%

$1.7M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD SMALL-CAP INDEX FUND (VB)VanguardPassiveSmall Blend$7.5M28,45016.81%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth