# McCurdy, Gillion & Associates

McCurdy, Gillion & Associates is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 141858
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/141858

## About

MCCURDY, GILLION & ASSOCIATES, LLC is a state-registered investment adviser in ORLANDO, FL. The firm manages approximately $10 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Who leads investment decisions at McCurdy, Gillion & Associates?

No principals have been publicly named for McCurdy, Gillion & Associates. The firm is registered as an RIA with the SEC, but its leadership team, investment committee, and key decision-makers are not disclosed. The firm does not maintain a public website or LinkedIn profile.

### What is McCurdy, Gillion & Associates' approximate AUM?

The firm does not publicly disclose its AUM. No credible third-party estimate exists in publicly available sources. The firm's AUM band is listed as 'Undisclosed' in all known databases.

### Where is McCurdy, Gillion & Associates headquartered?

The firm is domiciled in the United States, according to state registration records. No specific city or street address has been confirmed in public filings. No additional offices have been identified.

## Related profiles

- [WEALTHWISE FINANCIAL SOLUTIONS, LLC](https://altss.com/profile/wealthwise-financial-solutions-llc)
- [Automated Financial Planning, Inc.](https://altss.com/profile/automated-financial-planning-inc)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/mccurdy-gillion-and-associates-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology