Investment adviser · CRD 108632
MARK GILLAM ENTERPRISES
Investment adviser filing (IA)
FAIR OAKS, CA, United States · Form ADV filed Aug 11, 2026
- Regulatory AUM
- $210M Form ADV · Item 5.F
- Client accounts
- 546 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 39 | $177,190,879 | 84.3% |
| Individuals | 69 | $19,171,188 | 9.1% |
| Charities | Fewer than 5 | $9,137,951 | 4.3% |
| Retirement plans | Fewer than 5 | $4,812,124 | 2.3% |
Filing source
Form ADV 2124074 · Aug 11, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 11, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed · Commissions
Principal office
8008 SACRAMENTO STREETFAIR OAKS, CA, 95628, United States
CRD 108632
Filing source
Form ADV 2124074 · Aug 11, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.