G
Gillespie Associates LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,609,020
Clients
8
25% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
8
LowAverage account size
$451,128
About
Gillespie Associates LLC provides portfolio management services to individual clients, with its Form ADV describing traditional advisory services such as ongoing investment management and periodic account reviews. The brochure identifies the firm's client focus as individual investors rather than institutional clients.
The firm’s ADV outlines its methods of analysis, investment strategies and the risks associated with those strategies, and describes procedures for reviewing client accounts and monitoring performance. The brochure also addresses the adviser’s trading and compliance practices relevant to portfolio implementation.
A notable feature disclosed in the ADV is the use of performance‑based fee arrangements and the related discussion of side‑by‑side management (Item 6), which is uncommon among independent advisers. The brochure also shows the firm does not rely on percentage‑of‑assets fees; coupled with a relatively small client base and approximately $3.45 million in assets under management, this combination of fee practices and scale is distinctive compared with many peers.
Client services
Portfolio management
Fee options
$0 - $1,000,000: 1.5% $1,000,001+: 1.0%
Performance-based fees may apply as disclosed in Item 6 of the brochure.
Account minimum: $1,000,000 Fee-only: Advisory fees based on assets under management, tiered rates as specified.
Main office location
Gillespie Associates LLC
Carefree AZ, United States
Number of offices
1
Most active in
Gillespie Associates LLC has reported serving >5 clients in these states in the last 12 months.
Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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