← Directory

GLEN EAGLE ADVISORS, LLC

CRD 282920File 801-79298
APPROVED
Retail clients
Filing as of Apr 2, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.03B
Above cohort median (national)
Discretionary AUM
$1.03B
Clients
3,401
3,401 accounts
Employees
21
Above cohort median in NJ

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
NYRO
Registration date
Mar 10, 2014
Principal office
4422C ROUTE 27, KINGSTON, NJ, 08528-0399
Phone
609-631-8231

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.03B
Discretionary AUM
$1.03B
Non-discretionary AUM
$0
Discretionary accounts
3,401
Non-discretionary accounts
0
Total accounts
3,401
AUM per client
$302K

Clients by type

ADV Item 5D
Client typeClientsAUM
Other11$8.8M
Charitable organizations9$3.4M
High net worth individuals335$675.1M
Pension and profit sharing plans20$18.9M
Individuals (other than high net worth individuals)3,026$320.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Selection of other advisers
  • Portfolio management for businesses
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Clients3,2513,401increased by150
Apr 1, 2026AUM$880,510,942$1,026,399,410increased by$145,888,468
Apr 1, 2026Accounts3,2513,401increased by150
May 1, 2025
vs Oct 1, 2022
Employees2021increased by1
May 1, 2025
vs Oct 1, 2022
Clients2,2083,251increased by1,043
May 1, 2025
vs Oct 1, 2022
AUM$616,979,660$880,510,942increased by$263,531,282
May 1, 2025
vs Oct 1, 2022
Accounts2,2083,251increased by1,043
Apr 1, 2022Employees1820increased by2
Apr 1, 2022Clients2,6072,208decreased by399
Apr 1, 2022AUM$641,423,454$616,979,660decreased by$24,443,794
Apr 1, 2022Accounts2,6072,208decreased by399
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “GLEN EAGLE” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GLEN EAGLE” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.