Gleneagles Investment Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated March 20, 2026, reports $3.1B in regulatory assets under management, 4 employees, and 51 accounts.
Assets Under Management
$3.1B
Employees
4
Offices
--
Total Clients
51
Primary office
ATLANTA, GA
3715 NORTHSIDE PARKWAY, NORTHCREEK 200, SUITE 600, ATLANTA, GA, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 92.2% of total clients.
Top client categories% of clientsClients
1
HNWI
92.2%
47
2
Pooled Investment Vehicles
7.8%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.1Bas of March 20, 2026
Discretionary0.3%
$8M
0% of total RAUM0.3%
Non-discretionary99.7%
$3.1B
100% of total RAUM99.7%
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$3.1B
Total Accounts51
10Y AUM Change+$3.1B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee13:1
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.