Gilman Hill Asset Management, Llc
- Regulatory AUM
- $1.2B
- Discretionary
- $1.2B
- Clients
- 299
- Avg AUM / client
- $4.2M
- Accounts
- 648
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 34 | $10.9M | 0.88% |
| High net worth individuals | 255 | $744M | 59.8% |
| Pension and profit sharing plans | Fewer than 5 clients | $8.2M | 0.66% |
| Charitable organizations | 10 | $26.3M | 2.12% |
| State or municipal government entities | Fewer than 5 clients | $351M | 28.2% |
| Other investment advisers | Fewer than 5 clients | $90.6M | 7.29% |
| Corporations and other businesses | Fewer than 5 clients | $13.4M | 1.08% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jenny Vanleeuwen Harrington | Chief Executive Officer/Managing Member | Aug 2007 (19y) | 75% or more | |
| Harrington, John, Brennan | Chief Operating Officer/Chief Compliance Officer | Oct 2009 (17y) | Less than 5% | |
| Gregory John Stanek | Portfolio Manager/Member | CFA | Sep 2013 (13y) | 5% – 10% |
| Jonathan Oherron | Registered representative | Aug 2007 (19y) | ||
| Jacob Friar | Registered representative | CFA | Oct 2021 (5y) | |
| Brigid Catherine Lahiff | Registered representative | Mar 2024 (2y) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/17/2026 | 1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- National Financial Services (Fidelity) $544M (44% of AUM) Mar 2026
- State Street $335M (27% of AUM) Mar 2026
- Charles Schwab & Co. $299M (24% of AUM) Mar 2026
- Northern Trust $45.2M (11% of AUM) Aug 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 17, 2026.
View current Form ADV (SEC/IAPD) ↗