GLASS LAKES CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2026

Total AUM

$178M

Discretionary

$178M

100% of AUM

Avg account

$495K

Accounts

360

Employees

Advisory reps

Firm details

Headquarters: OVERLAND PARK, Kansas
CRD number: 290064
Registered since: May 21, 2026
Website: www.glasslakes.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI93.77%
Individuals6.23%
Charitable Organizations0.01%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Glass Lakes Capital Management LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individuals and families and acts as a capital allocator, sourcing third‑party managers for portions of client portfolios. Its advisory scope includes financial planning, portfolio management for individuals, small businesses and institutional clients, selection of other advisers, and running educational seminars and workshops. The firm charges fees as a percentage of assets under management and is not positioned as an active ESG investor.