GLADOWSKY CAPITAL MANAGEMENT CORP

Broker-DealerFINRA MemberEst. 2000
Total AUM
$198M
Discretionary
$0
0% of AUM
Accounts
1,030
Employees
4
Advisory reps
4
Brokerage reps
4

Firm details

Headquarters
SMITHTOWN, New York
CRD number
45287
Registered since
May 12, 2000
Custodians
PERSHING LLC
Fee structure
Percentage of AUM, Other
Client types
  • Individuals41.98%
  • HNWI41.49%
  • Pension & Profit Sharing Plans11.17%
  • Corporations / Businesses5.28%
  • Charitable Organizations0.1%
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

Gladowsky Capital Management Corp is a small-cap advisory and broker-dealer/insurance-broker hybrid that acts as a capital allocator for individual, family and institutional clients. The firm runs a predominantly non-discretionary model, directing allocations and selecting third-party managers rather than exercising broad discretionary authority over client portfolios. Equities are the clear preference: the firm’s filings show a tilt toward private or non-exchange-traded equity positions alongside traditional pooled products. The firm also performs selection-of-other-advisers duties, signaling a business model that mixes direct portfolio construction with curated outside manager access. Fee arrangements include AUM-based pricing and other fee types. The firm does not position itself as an ESG investor and is structured as an individually owned corporation that began advising in 2000.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 44%, Exchange Traded Equities 26%, Investment Grade Corp Bonds 11%, US Government Bonds 8%, Public Funds/Mutual Funds 5%, State & Local Bonds 4%, Cash & Cash Equivalents 2%44%
  • Non-Exchange Traded Equities44%
  • Exchange Traded Equities26%
  • Investment Grade Corp Bonds11%
  • US Government Bonds8%
  • Public Funds/Mutual Funds5%

Contacts

3 of 4
  • BARRY GLADOWSKY

    PrincipalCRD 3054441

  • RENEE MARIANI

    Sales AssistantCRD 2588304

  • JASON GLADOWSKY

    Principal & Investment AdvisorCRD 2704419

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SMITHTOWN, NY

SUFFOLK

Location

SMITHTOWN, NY

Headquartered in SMITHTOWN, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
SUFFOLK
Address
18 Manor Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth