Gladwyn Financial Advisors, Inc. is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated January 22, 2026, reports $169M in regulatory assets under management, 3 employees, and 360 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 52.0% of total clients.
Top client categories% of clientsClients
1
Individuals
52.0%
51
2
HNWI
48.0%
47
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$169Mas of January 22, 2026
Discretionary88.2%
$149M
88% of total RAUM88.2%
Non-discretionary11.8%
$20M
12% of total RAUM11.8%
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.
Total AUM$169M
Total Accounts360
10Y AUM Change+$27M (+19.1%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee33:1
10Y Employee Change+2 (+200.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.