Mark Gilliland
Gilliland Investment Management · Canyon, Texas
Mark Gilliland is a fee-only financial advisor at Gilliland Investment Management in Canyon, Texas. Gilliland Investment Management reports charging a percentage of assets and hourly fees on its Form ADV.
Request an introduction to Mark →
Facts
| Firm | Gilliland Investment Management |
|---|---|
| Based in | Canyon, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $49.6M across 190 accounts |
| SEC registration | Investment adviser representative in TX · CRD 4613932 |
| Exams passed | Series 65 (2002) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.gillilandinvestment.com |
| Profile |
How Mark's firm compares
- Gilliland Investment Management's average account is about $261,000, from its Form ADV (assets managed divided by 190 accounts).
Request an introduction to Mark
Tell Mark a little about what you're looking for. Mark isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Mark
Is Mark Gilliland a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Gilliland Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mark charge for financial advice?
Mark's firm, Gilliland Investment Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Mark Gilliland based?
Mark Gilliland is based in Canyon, Texas.
Is Mark Gilliland registered with the SEC?
Yes. Mark Gilliland is registered as an investment adviser representative in TX (CRD 4613932), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Gilliland Investment Management manage?
Gilliland Investment Management reports $49.6M across 190 accounts in assets under management.
How do I contact Mark Gilliland?
Through Mark's website, www.gillilandinvestment.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Texas
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.