Gilman Harris Travioli Slover Accountancy Corporation
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$37,640,977
Total clients
74
65% high-net worth
Total advisors
1
of 8 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
74
Average account size
$508,662
About
Gilman Harris Travioli Slover Accountancy Corporation is a small, two-advisor state-registered investment advisory firm managing about $37.6 million in discretionary assets for roughly 74 clients. The firm offers investment supervisory services and individual portfolio management for individuals (including high net worth clients), charitable organizations, and businesses.
The firm develops personalized investment policies through a data‑gathering process that considers objectives, time horizon, risk tolerance and tax considerations, and then manages accounts on a discretionary basis. Its investment process uses fundamental analysis, asset allocation and mutual fund/ETF analysis and can employ long‑term, short‑term and trading strategies; accounts are monitored continually and reviewed at least monthly with annual rebalancing as appropriate.
A distinctive feature is the firm’s affiliation with an accountancy corporation: the principals are licensed CPAs who continue to provide accounting services and spend the majority of their time on that practice, a structure the Brochure notes is uncommon among peers. The Brochure discloses related policies and safeguards—such as a formal Code of Ethics, pre‑approval requirements for IPOs/private placements, procedures around direct fee debiting, and participation in Charles Schwab’s institutional program—to address potential conflicts and operational arrangements that arise from the dual accounting and advisory roles.
Client services
Expertise
Fee options
$0+: 1.00% +: 1.75%
Main office location
Gilman Harris Travioli Slover Accountancy Corporation
313 East Caldwell Avenue
Visalia CA 93277, United States
Number of offices
1
Most active in
California
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")