# McCurdy, Gillion & Associates, LLC

> McCurdy, Gillion & Associates, LLC is a state-registered investment advisory firm in Orlando, FL, registered since 2005, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 29, 2017.

- CRD: 141858
- Filed as: MCCURDY, GILLION & ASSOCIATES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Orlando, FL
- Filing period: October 2026
- Form ADV filing dated: September 29, 2017
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/141858
- AdvisorCensus page: https://advisorcensus.com/firm/mccurdy-gillion-and-associates-llc-orlando-fl-141858

## Quick answers

**How is McCurdy, Gillion & Associates, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), McCurdy, Gillion & Associates, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is McCurdy, Gillion & Associates, LLC located?**
McCurdy, Gillion & Associates, LLC's principal office is in Orlando, FL, according to its Form ADV.

**Is McCurdy, Gillion & Associates, LLC registered with the SEC or a state?**
McCurdy, Gillion & Associates, LLC is a state-registered investment advisory firm, registered since 2005. Status as filed: APPROVED. CRD 141858.

**How much does McCurdy, Gillion & Associates, LLC manage?**
McCurdy, Gillion & Associates, LLC reports $10,171,994 in regulatory assets under management in its Form ADV filing dated September 29, 2017 (100% discretionary).

**Does McCurdy, Gillion & Associates, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/141858

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $10,171,994
- Discretionary: $10,171,994
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2005 (21 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Not reported
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. McCurdy, Gillion & Associates, LLC (CRD 141858): Form ADV filing data as of October 2026.