Gilman Hill Asset Management, LLC logo

Gilman Hill Asset Management, LLC

Updated today

Client assets under management

$754,882,046

Clients

289

88% high-net worth

Advisors

5

of 10 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

58

Typical

Average account size

$2,612,049

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

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 location

Gilman Hill Asset Management, LLC

220 Elm Street

New Canaan CT 06840, United States

Number of offices

1

Most active in

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

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 with four years of industry experience. He has been with Gilman Hill Asset Management, LLC since 2021 and previously worked at Lapides Asset Management and Sacred Heart University. Gilman Hill Asset Management, LLC is a fee-only, SEC-registered adviser managing separate accounts and model portfolios for individuals, trusts, endowments, foundations, pension plans, and other entities. The firm combines top-down macroeconomic monitoring with bottom-up company research and focuses on long-term holdings across multiple investment disciplines.

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 one year of industry experience. She holds a Series 65 designation and has previously worked at Mount Sinai Health System and the University of Oxford. Gilman Hill Asset Management is a fee-only, SEC-registered investment adviser managing separate accounts and model portfolios for individuals, trusts, endowments, foundations, and pension plans. The firm employs a combination of top-down macroeconomic monitoring and bottom-up company research, focusing on long-term holdings across multiple investment disciplines.

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 12 years of industry experience. He has been with Gilman Hill Asset Management, LLC since 2013. Gilman Hill Asset Management, LLC is a fee-only, SEC-registered investment adviser that manages separate accounts and model portfolios for individuals, trusts, endowments, foundations, pension plans, and other entities. The firm employs a combination of top-down macroeconomic analysis and bottom-up company research, focusing on long-term holdings across various equity and balanced strategies.

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
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

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")