Gilman Hill Asset Management, LLC logo

Gilman Hill Asset Management, LLC

Updated today

Client AUM

$754,882,046

Clients

289

Advisors

5

of 10 employees

About

Gilman Hill Asset Management, LLC provides discretionary, asset‑based portfolio management primarily to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, retirement plans, corporations and other business entities. The firm also serves other investment advisers on a dual‑contract or sub‑advisory basis and participates in third‑party wrap fee programs.

GHAM’s investment process is fundamentally research‑driven, with portfolios constructed mainly from long‑only equity and fixed‑income securities, tailored asset allocation, ongoing monitoring and periodic rebalancing. The firm typically manages accounts on a discretionary basis, delivers monthly or quarterly performance and holdings reports to clients, and licenses model strategies to sponsors such as Janney Montgomery Scott and Vestmark Advisory Solutions while providing related performance information to sponsors and clients.

What is notable in GHAM’s brochure is its combination of direct client management with model licensing and sub‑advisory arrangements, including receipt of model fees from wrap program sponsors and disclosed relationships with multiple advisory and brokerage firms. The firm also discloses that certain clients may independently elect margin (borrowing) in separately managed accounts and reports managing approximately $1.24 billion in regulatory assets with a five‑person advisory team.

Client services

Financial planning Portfolio management
Provision of model portfolios to third parties

Expertise

Active portfolio management Wealth management

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Fee options

Percentage

up to 1% annually (maximum)

Other

Account minimum: $2,000,000 (may be waived at discretion of GHAM) Fee-only: Advisory fees calculated as a percentage of assets under management, generally up to a maximum of 1% annually; fees are negotiable and may vary based on account size, complexity, and scope of services.

Main office

220 Elm Street

New Canaan CT 06840

Advisors at this office

5

Most active in

California · Connecticut · Florida · Indiana · Louisiana · Maryland · Massachusetts · New Hampshire · New Jersey · New York · Pennsylvania · Rhode Island · Texas · Virginia

Also doing business as

Gham, LLC · Gilman Hill Asset Management, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Jacob F

CFA®

New Canaan, CT

Gilman Hill Asset Management, LLC

Jacob Friar is a CFA® charterholder and financial advisor at Gilman Hill Asset Management, LLC with five years of industry experience. He previously worked at Lapides Asset Management and was affiliated with Sacred Heart University. Gilman Hill Asset Management provides discretionary, asset-based portfolio management services to a wide range of clients, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs a research-driven investment process focused on long-only equity and fixed-income securities and manages approximately $1.24 billion in regulatory assets through a five-person team.

Active portfolio management Wealth management
user avatar

Brigid L

Series 65

New Canaan, CT

Gilman Hill Asset Management, LLC

Brigid Lahiff is a financial advisor at Gilman Hill Asset Management, LLC with two years of industry experience. She holds a Series 65 designation and has worked at Gilman Hill since 2021. Prior to her current role, she was employed at Mount Sinai Health System and studied at the University of Oxford. Gilman Hill Asset Management provides discretionary, asset-based portfolio management primarily to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, corporations, and other business entities. The firm employs a research-driven investment process focused on long-only equity and fixed-income securities, offering tailored asset allocation and ongoing portfolio monitoring.

Active portfolio management Wealth management
user avatar

Jonathan O

Series 63, Series 65

New Canaan, CT

Gilman Hill Asset Management, LLC

Jonathan Oherron Jr. is a financial advisor at Gilman Hill Asset Management, LLC with 29 years of industry experience. He has been with Gilman Hill since 2007. Oherron holds Series 63 and Series 65 designations. Gilman Hill Asset Management is a fee-only, SEC-registered investment adviser managing separate accounts and model portfolios for individuals, trusts, endowments, foundations, pension plans, and other entities. The firm employs a combination of top-down macro analysis and bottom-up company research, focusing on long-term holdings across various disciplined strategies.

Active portfolio management Wealth management
user avatar

Gregory S

CFA®, Series 63

New Canaan, CT

Gilman Hill Asset Management, LLC

Gregory Stanek is a CFA® charterholder with 13 years of industry experience, currently serving as an advisor at Gilman Hill Asset Management, LLC since 2013. He holds a Series 63 license and is based in New Canaan, CT. Gilman Hill Asset Management provides discretionary, asset-based portfolio management primarily to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, corporations, and other business entities. The firm employs a research-driven investment process focused on long-only equity and fixed-income securities, tailored asset allocation, and ongoing portfolio monitoring, while also offering model licensing and sub-advisory services to other advisers and wrap fee program sponsors.

Active portfolio management Wealth management
user avatar

Jenny H

Series 63, Series 65

New Canaan, CT

Gilman Hill Asset Management, LLC

Jenny Harrington is a financial advisor at Gilman Hill Asset Management, LLC with 23 years of industry experience. She has been with Gilman Hill since 2007 and holds Series 63 and Series 65 designations. Ms. Harrington contributes regularly to CNBC’s midday investment market commentary show, appearing 2-3 times per month; her appearances are unpaid, with charitable donations made in her name. Gilman Hill Asset Management is a fee-only, SEC-registered adviser managing separate accounts and model portfolios for individuals, trusts, endowments, and pension plans. The firm employs a combination of top-down macroeconomic analysis and bottom-up company research, focusing on long-term holdings while allowing short-term trading when appropriate.

Active portfolio management Wealth management
View complete list of advisors at this firm
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