MARK GILLAM ENTERPRISES

Overview

Mark Gillam Enterprises is an independent registered investment adviser that serves individuals, families and institutional clients with a mix of financial planning, portfolio management and adviser selection services. The firm acts primarily in a non-discretionary capacity, meaning clients typically retain trading authority while the adviser provides recommendations and planning. Its business model blends traditional advisory fees with hourly, fixed and commission elements, and the firm is also identified as a capital allocator — it places client capital into third‑party alternative managers when appropriate. Service offerings reflect a pragmatic approach to wealth management: comprehensive planning, customized portfolios for individuals and small businesses, and coordination with outside managers. The firm is affiliated with real estate brokerage activity, which dovetails with its use of real estate and private placement alternatives. The adviser does not present itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices