GilliKin Advisors Limited
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Main office
33900 W 8 Mile Rd, Ste 101
Farmington Hills MI 48335
Advisors at this office
1
Most active in
Michigan
Also doing business as
Gillikin & Associates, Cpa, Pc · Gillikin Advisors Limited · Gillikin, Richard C.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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.
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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.
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