GLR PARTNERS

RIASEC RegisteredEst. 2025
Total AUM
$261M
Discretionary
$261M
100% of AUM
Avg account
$387K
Accounts
674
Employees
5
Advisory reps
4

Firm details

Headquarters
COLUMBIA, Maryland
CRD number
334902
Registered since
May 15, 2025
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI85.96%
  • Individuals13.61%
  • Corporations / Businesses0.43%
  • Pension & Profit Sharing Plans0.01%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

GLR Partners is an independent registered investment adviser that positions itself as a capital allocator for both high-net-worth individuals and institutional clients. The firm offers financial planning, discretionary portfolio management for individuals, small businesses and institutions, and selection of external managers — indicating it operates both as direct portfolio manager and as a manager-of-managers. Its fee arrangements combine percentage-of-AUM pricing with fixed fees. GLR Partners is SEC-registered (2025), owned by an individual, and does not identify as an active ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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: Public Funds/Mutual Funds 60%, Exchange Traded Equities 30%, Private Funds 4%, Other 3%, Cash & Cash Equivalents 2%, US Government Bonds 1%60%
  • Public Funds/Mutual Funds60%
  • Exchange Traded Equities30%
  • Private Funds4%
  • Other3%
  • Cash & Cash Equivalents2%

Owners & executives

2 of 2

  • Kevin Kim

    Chief Compliance OfficerCRD 8004229

  • Wayne Lavallee

    Co-CEO, Managing PartnerCRD 2801169

Contacts

2 of 2

  • Richard Gaige

    Managing PartnerCRD 4581002

  • Jeremy Reed

    Managing PartnerCRD 5929998

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 49

Active vs passive

$131M in ETFs

Passive

100%

$130M

Active

0%

$392K

ETFProviderStyleCategoryValueShares% of portfolio
PACER US CASH COWS 100 ETF (COWZ)PassiveMid Cap Value$16.5M264,06912.65%
Unlock additional holdings →

Location

Primary office

COLUMBIA, MD

HOWARD

Location

COLUMBIA, MD

Headquartered in COLUMBIA, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
HOWARD
Address
8820 Columbia 100 Pkwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth