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Updated September 28, 2026. Quick answer: Gilman Hill Asset Management is registered with the SEC as an investment adviser (CRD #143970, confirmed ACTIVE this session via SEC IAPD). Per its own current fee brochure, a $500,000 account would run up to $5,000 a year (the published maximum) under its published fee schedule. This review covers what its own fee brochure and current SEC registration confirm today; it does not assess fiduciary status or account minimums.
Gilman Hill Asset Management at a glance
| Fact | What Gilman Hill Asset Management’s own pages say |
|---|---|
| Legal entity | GILMAN HILL ASSET MANAGEMENT, LLC |
| Registration | GILMAN HILL ASSET MANAGEMENT, LLC is registered with the SEC as an investment adviser (CRD #143970, confirmed ACTIVE this session via SEC IAPD). |
| Fee on a $500,000 account | Up to $5,000 a year (the published maximum), per its own current brochure |
| Minimum to open an account | Not assessed in this review; see Item 5 of its Form ADV Part 2A |
| Cost to leave (exit fee) | No firm-specific dollar figure found in public documents |
What Gilman Hill Asset Management’s own fee schedule charges
Gilman Hill Asset Management, LLC of New Canaan, Connecticut is the registered adviser, and the public record also lists GHAM, LLC as another name. The priced figure is the stated maximum fee for separately managed accounts, and the brochure lists individuals and high net worth individuals among its clients.
“For separately managed accounts, GHAM’s maximum annual investment management fee does not exceed 1% of assets under management. Wrap fee program and model portfolio compensation arrangements are described separately below.”
Each balance is priced at the stated 1% maximum annual investment management fee applied to the whole value of assets under management. The brochure discloses no minimum annual dollar fee, so no floor applies. These are ceiling figures, not typical charges, since the brochure says fee schedules are negotiable and may vary with account size, complexity and scope of services.
The table below is the firm’s own advisory fee schedule. Fund expenses, custodian charges and any third-party manager or platform fees are generally separate from an advisory fee like this one; Item 5 of the brochure lists what applies to a given account.
| Account balance | Annual fee |
|---|---|
| $250,000 | $2,500 |
| $500,000 | $5,000 |
| $1,000,000 | $10,000 |
| $2,000,000 | $20,000 |
These figures come directly from Gilman Hill Asset Management’s own current fee brochure, cited in Sources below.
Registration
GILMAN HILL ASSET MANAGEMENT, LLC is registered with the SEC as an investment adviser (CRD #143970, confirmed ACTIVE this session via SEC IAPD).
This is a registration confirmation only, not a fiduciary-standard verdict (a registered investment adviser can still be a dual registrant with a broker-dealer, which changes which standard applies in each capacity).
What it costs to leave
We did not find a firm-specific dollar figure for leaving Gilman Hill Asset Management in its brochure or in its custodian’s published schedules, so we are not stating one. The general mechanics of switching financial advisors and a dated termination letter apply regardless of firm.
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Source: WiserAdvisor’s service descriptionSources
- Form ADV Part 2A (February 12, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020560
- SEC IAPD firm summary (CRD #143970, checked September 28, 2026): https://adviserinfo.sec.gov/firm/summary/143970
Methodology. This page was built September 28, 2026, drawing directly on Gilman Hill Asset Management’s own current fee brochure, cited in Sources below, and a fresh SEC IAPD registration check run the same day. Where exit-fee facts are cited, they trace to the named custodian’s own published schedule. Any fact we could not independently confirm is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice, and it is not a substitute for reading Gilman Hill Asset Management’s own Form ADV Part 2A and Form CRS. We have not used Gilman Hill Asset Management as a client. Gilman Hill Asset Management did not pay for, review, or influence this content. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.