Gillikin Advisors Limited

Overview

Gillikin Advisors Limited is a small, client-focused advisory firm that concentrates on portfolio management for individuals and small businesses and on selecting outside advisers when specialized management is needed. The firm operates as a capital allocator, favoring public equities as its primary vehicle but also incorporating commodity exposures as an alternative sleeve. Its business model is advisory and non-discretionary: clients retain trading authority while the firm provides recommendations, portfolio construction and third-party manager selection. The firm charges a mix of fees (percentage of AUM, hourly charges and other arrangements), which aligns with a boutique advisory practice that serves a limited number of higher-balance clients. Gillikin Advisors Limited does not market itself as an active ESG investor and functions as a single-state, accountant-affiliated advisory practice rather than a multi-state or institutional pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices