Gladwyn Financial Advisors, Inc.

RIASEC Registered
Total AUM
$169M
Discretionary
$149M
88% of AUM
Avg account
$469K
Accounts
360
Employees
3
Advisory reps
3

Firm details

Headquarters
,
CRD number
135544
Registered since
December 4, 2024
Website
www.gladwynfinancial.com
Custodians
NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI84.56%
  • Individuals15.44%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Gladwyn Financial Advisors, Inc. is an independent, privately owned registered investment adviser that began SEC registration in 2024. The firm operates as a corporation with an individual owner and concentrates on serving individual and family clients. Its core services are financial planning and portfolio management for individuals and small businesses, and it charges fees based on a percentage of assets under management and hourly fees for certain engagements. Gladwyn is not identified as an active ESG investor and does not position itself as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 86%, Public Funds/Mutual Funds 13%, Other 1%86%
  • Exchange Traded Equities86%
  • Public Funds/Mutual Funds13%
  • Other1%

Contacts

3 of 3
  • Timothy Murray

    Timothy Murray

    Founder & PresidentCRD 4419210

  • Polly Murray

    Vice PresidentCRD 4964821

  • Robert Murray

    Robert Murray

    Financial AdvisorCRD 7992146

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 53

Active vs passive

$154M in ETFs

Passive

90%

$139M

Active

2%

$15.3M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD MORNINGSTAR SMALL-CAP GROWTH INDEX FUND (VBK)VanguardPassiveSmall Growth$12.1M35,9157.87%
Unlock additional holdings →

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Path Capital Partners, LLC

RIA

North Miami Beach, FL

AUM $169MTEAM 4REPS 3

Checketts Partners Investment Management, LLC

RIA

AUM $169MTEAM 5REPS 2

Mccarley & Cook Financial Planners

RIA

Cincinnati, OH

AUM $169MTEAM 2REPS 2

North Star Wealth Management

RIA

AUM $169MTEAM 1REPS 1

Rigden Capital Strategies

RIA

Englewood, CO

AUM $169MTEAM 6REPS 6

Family Legacy Planning

RIA

Bentonville, AR

AUM $169MTEAM 3REPS 3