Gilman Hill Asset Management provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions. Financial planning was provided to 51–100 clients last fiscal year.
Gilman Hill Asset Management reports 299 clients. They include 255 high-net-worth individuals, 34 individual clients and 10 charitable organizations. Of its assets, 100.0% ($1.24B across 648 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $27.3M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 11% | <1% |
| High-net-worth individuals | 85% | 60% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Charitable organizations | 3% | 2% |
| State or municipal government entities | Fewer than 5 | 28% |
| Other client typesOther investment advisers; Corporations and other businesses | Not reported | 8% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 34 | $10.9M | 0.9% | $322K |
| High-net-worth individuals | 255 | $744M | 59.8% | $2.92M |
| Pension and profit-sharing plans | Fewer than 5 | $8.16M | 0.7% | — |
| Charitable organizations | 10 | $26.3M | 2.1% | $2.63M |
| State or municipal government entities | Fewer than 5 | $351M | 28.2% | — |
| Other investment advisers | Fewer than 5 | $90.6M | 7.3% | — |
| Corporations and other businesses | Fewer than 5 | $13.4M | 1.1% | — |
| Total | 299 | $1.24B | 100% | — |
- Clients
- 34
- Regulatory AUM
- $10.9M
- AUM share
- 0.9%
- Avg. per client
- $322K
- Clients
- 255
- Regulatory AUM
- $744M
- AUM share
- 59.8%
- Avg. per client
- $2.92M
- Clients
- Fewer than 5
- Regulatory AUM
- $8.16M
- AUM share
- 0.7%
- Avg. per client
- —
- Clients
- 10
- Regulatory AUM
- $26.3M
- AUM share
- 2.1%
- Avg. per client
- $2.63M
- Clients
- Fewer than 5
- Regulatory AUM
- $351M
- AUM share
- 28.2%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $90.6M
- AUM share
- 7.3%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $13.4M
- AUM share
- 1.1%
- Avg. per client
- —
Total
- Clients
- 299
- Regulatory AUM
- $1.24B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Gilman Hill Asset Management charges up to 1.00% a year for its Standard Advisory Fees. The fee is billed in advance or in arrears, is negotiable and requires an account of at least $2,000,000.
Fee details and sources
Jenny Harrington owns 75% or more of Gilman Hill Asset Management. Jenny Harrington is CEO; the leadership team includes Chief Operating Officer John Harrington. It has 10 employees, 5 of them in advisory roles.
Leadership
- Jenny HarringtonChief Executive Officer/Managing Member
- John HarringtonChief Operating Officer/Chief Compliance Officer
- Gregory StanekPortfolio Manager/Member
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
- Jacob Friar
- Jenny Vanleeuwen Harrington
- Brigid Catherine Lahiff
- Jonathan Oherron JR
- Gregory John Stanek
Staff
- 10 employees
- 5 in advisory functions
- 5 state-registered reps
- Owns 75% or more of Gilman Hill Asset Management, LLC
Jenny Harrington
Control person · since October 2009
- Owns 5% to 10% of Gilman Hill Asset Management, LLC
Gregory Stanek
since January 2016
Gilman Hill Asset Management’s regulatory assets grew 3.0× from $419M (February 2021) to $1.24B (March 2026); clients rose from 202 to 299 and employees from 8 to 10.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $1.24B | 299 | 10 | 1 |
| February 2025 | $783M | 291 | 10 | 1 |
| March 2024 | $705M | 287 | 10 | 1 |
| May 2023 | $623M | 286 | 10 | 1 |
| February 2022 | $597M | 237 | 9 | 1 |
| February 2021 | $419M | 202 | 8 | 1 |
Besides its headquarters, Gilman Hill Asset Management has 0 offices, with 1 listed address in Connecticut.
Connecticut · 1 listed address
- 220 Elm Street, New CanaanHQ
Contact and registration details
- Legal name
- Gilman Hill Asset Management, LLC
- Headquarters
- 220 Elm Street, New Canaan, CT 06840
- Website
- gilmanhill.com
- Phone
- 203-571-0225
- @1058290
- SEC file
- 801-67941
- Structure
- Connecticut LLC
- Fiscal year end
- December
Gilman Hill Asset Management uses Fidelity ($544M, 46%), State Street Global Markets ($335M, 28%) and Charles Schwab ($299M, 25%) as custodians for its separately managed accounts. Gilman Hill Asset Management has custody of $192M in client assets for 67 clients.
- FidelityNational Financial Services LLC · New York, NY · $544M46%
- Charles SchwabCharles Schwab & Co., Inc. · New York, NY · $299M25%
- State Street Global MarketsState Street Global Markets, LLC · Boston, MA · $335M28%
At year end, Gilman Hill Asset Management’s separately managed accounts were mostly in stocks (86%). Its reported 13F holdings for the quarter ended 30 June 2026 total $731M across 236 positions; the largest are Stanley Black & Decker Inc. (1.9%), Ryman Hospitality Pptys Inc. (1.9%) and Bristol-myers Squibb CO (1.8%).
What the accounts hold
- Stocks86%
- Funds1%
- Bonds6%
- Investment grade corporate bonds3%
- U.S. government and agency bonds1%
- State and local bonds1%
- High-yield corporate bonds1%
- Cash7%
Reported 13F holdings
- $731M
- Reported 13F value
- 236
- Positions
- 17.1%
- In the 10 largest
- +10.3%
- Value vs. prior quarter
- Stanley Black & Decker Inc.1.9%
- Ryman Hospitality Pptys Inc.1.9%
- Bristol-myers Squibb CO1.8%
- Realty Income Corp.1.7%
- Lamar Advertising CO · CL A1.7%
- Sabra Health Care REIT Inc.1.7%
- Kinetik Holdings Inc. · Com New CL A1.6%
- Comcast Corp. New · CL A1.6%
- Verizon Communications Inc.1.6%
- Millrose Pptys Inc. · Com CL A1.6%
Together, the ten largest are 17.1% of reported value.
How many clients does Gilman Hill Asset Management have?
Gilman Hill Asset Management has 299 clients and manages $1.24 billion for them, as of March 2026. They include 255 high-net-worth individuals, 34 individual clients and 10 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 March 2026
What services does Gilman Hill Asset Management offer?
Gilman Hill Asset Management provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Gilman Hill Asset Management charge?
Gilman Hill Asset Management charges up to 1.00% a year for its Standard Advisory Fees. The fee is billed in advance or in arrears, is negotiable and requires an account of at least $2,000,000.
Source: GILMAN HILL ASSET MANAGEMENT, LLC BROCHURE, filed 17 March 2026
Which custodians does Gilman Hill Asset Management use?
Gilman Hill Asset Management’s separately managed account assets are held at National Financial Services LLC (New York, NY), with $544M, State Street Global Markets, LLC (Boston, MA), with $335M and Charles Schwab & Co., Inc. (New York, NY), with $299M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 March 2026
How many financial advisors does Gilman Hill Asset Management have?
Gilman Hill Asset Management has 5 investment adviser representatives registered with state securities authorities, out of 10 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Gilman Hill Asset Management invest in?
At the end of its last fiscal year, Gilman Hill Asset Management’s separately managed accounts held 86% exchange-traded equities, 7% cash and equivalents, 3% investment grade corporate bonds, 1% U.S. government and agency bonds, 1% state and local bonds, 1% high-yield corporate bonds and 1% registered funds (mutual funds, ETFs, BDCs).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Gilman Hill Asset Management have a minimum investment?
Yes, Gilman Hill Asset Management’s minimum account size for its Standard Advisory Fees is $2M.
Source: GILMAN HILL ASSET MANAGEMENT, LLC BROCHURE, filed 17 March 2026
Who owns Gilman Hill Asset Management?
Gilman Hill Asset Management’s direct owners are Jenny Harrington (75% or more) and Gregory Stanek (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 17 March 2026
How does Gilman Hill Asset Management get paid?
Gilman Hill Asset Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Gilman Hill Asset Management registered with the SEC?
Yes, Gilman Hill Asset Management has been registered with the SEC as an investment adviser since 5 June 2007. Its CRD number is 143970 and its SEC file number is 801-67941.
Source: Form ADV Part 1A, Item 1, filed 17 March 2026; IAPD firm record
How do I contact Gilman Hill Asset Management?
Gilman Hill Asset Management’s main office is at 220 Elm Street, New Canaan, CT 06840. Its phone number is 203-571-0225. Its website is gilmanhill.com.