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GILLSON CAPITAL

CHICAGO, IL · CRD 284079 · IAPD ↗ · gillsoncapital.com · 312-667-8920

$2.07BRegulatory AUM
12Advisory reps
16Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — GILLSON CAPITAL added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
57
April 2025 — GILLSON CAPITAL grew from 9 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
35
April 2024 — GILLSON CAPITAL reported RAUM down 42% ($2.86B -> $1.67B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
40
April 2024 — GILLSON CAPITAL shrank from 17 to 9 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.