Glenwood Investment Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Manchester, NH. Its latest Form ADV filing, dated March 6, 2026, reports $199M in regulatory assets under management, 4 employees, 4 offices, and 372 accounts.
Assets Under Management
$199M
Employees
4
Offices
4 offices
Total Clients
372
Primary office
MANCHESTER, NH
814 ELM STREET, SUITE 503, MANCHESTER, NH, United States
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 85.8% of total clients.
Top client categories% of clientsClients
1
Individuals
85.8%
319
2
HNWI
13.7%
51
3
Charitable
0.5%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$199Mas of March 6, 2026
Discretionary96.4%
$192M
96% of total RAUM96.4%
Non-discretionary3.6%
$7M
4% of total RAUM3.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$199M
Total Accounts372
10Y AUM Change+$66M (+49.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee93:1
10Y Employee Change-2 (-33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.