G
GilliKin Advisors Limited
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$31,745,543
Clients
20
0% 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
20
TypicalAverage account size
$1,587,277
About
GilliKin Advisors Limited provides investment advisory and portfolio management services to a small group of individual clients, overseeing roughly $26.4 million across 21 client relationships. The firm operates as a solo independent registered investment adviser and focuses on personalized management for individual investors.
The firm typically delivers advice and implements strategies on a non‑discretionary basis, meaning clients retain final trading authority while the adviser provides recommendations and portfolio monitoring. The sole adviser performs routine quality‑control reviews (daily, monthly, quarterly, and annual) to ensure accounts are managed consistently with client goals and firm policies.
The adviser also maintains an affiliated CPA practice and brings over 46 years of small‑business accounting and tax experience to client engagements, a combination that is uncommon among peers. This affiliation, together with the primarily non‑discretionary approach and a small client roster, tends to produce advisory relationships that integrate investment guidance with tax and accounting considerations.
Client services
Portfolio management
Selection of other advisers
Expertise
Tax strategies for small businesses
Main office location
GilliKin Advisors Limited
Farmington Hills MI, United States
Number of offices
1
Most active in
GilliKin Advisors Limited has reported serving >5 clients in these states in the last 12 months.
Michigan
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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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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Lawyer
They provide legal services, typically billed separately.
-
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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