Glynn Capital Advisors
RIAState Registered
Total AUM
$10.3M
Discretionary
$9.2M
89% of AUM
Avg account
$736K
Accounts
14
Employees
3
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 333129
- Custodians
- CHARLES SCHWAB & CO., INC., CARTA SECURITIES, LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI53.88%
- Corporations / Businesses46.12%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Glynn Capital Advisors is an independent wealth advisory firm organized as a limited liability company and state-registered in Texas. Ownership includes both a domestic entity and an individual. The firm focuses on portfolio management for individuals and small businesses as well as for business or institutional clients, charging a mix of percentage-of-AUM and fixed fees. Glynn Capital does not position itself as a capital allocator and is not an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds83%
- Cash & Cash Equivalents14%
- Exchange Traded Equities2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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