A. Gary Shilling & Co.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$41,265,619
Clients
18
100% high-net worth
Advisors
1
of 5 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
18
Very LowAverage account size
$2,292,534
About
A. Gary Shilling & Co. offers discretionary portfolio management to individuals (including high‑net‑worth clients), trusts, estates and institutional clients, and manages accounts using primarily liquid securities such as ETFs. In addition to investment management, the firm provides economic consulting on an annual retainer and publishes a monthly newsletter, Insight, for subscribers and clients.
The firm follows a top‑down, macroeconomic investment approach driven by themes developed by its research team, with the objective of achieving attractive total returns over a three‑to‑five‑year horizon. Portfolios are managed according to each client’s risk profile and the firm operates cash, margin (including short‑sale capability) and fixed‑income account types under discretionary authority.
Distinctive features include a long‑running monthly publication (Insight) provided to advisory clients at no additional fee and an active speaking and periodical practice — the firm receives fees for speeches and media columns and conducts presentations to groups. AGS also delivers regular portfolio and market commentary to clients and combines its research, consulting and publication activities in support of its investment decisions while managing a relatively small number of discretionary accounts.
Client services
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Economic consulting
Expertise
Passive / index investing
Fee options
Account minimum: $1,000,000
Main office location
A. Gary Shilling & Co.
500 Morris Ave.
Springfield NJ 07081, United States
Number of offices
1
Most active in
A. Gary Shilling & Co. has reported serving >5 clients in these states in the last 12 months.
New Jersey · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Forms ADV
Quick links
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