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GLENEAGLES INVESTMENT ADVISORS, LLC
CRD 312306File 801-120549
APPROVED
Retail clients
Custody
Filing as of Mar 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.08B
Top 25% of cohort (national)
Discretionary AUM
$8.4M
Non-discretionary $3.07B
Clients
51
51 accounts
Employees
4
Top 25% of cohort in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Mar 18, 2021
- Principal office
- 3715 NORTHSIDE PARKWAY,, NORTHCREEK 200, SUITE 600, ATLANTA, GA, 30327
- Phone
- 678-904-0594
- Website
- https://gleneaglesgroup.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.08B
- Discretionary AUM
- $8.4M
- Non-discretionary AUM
- $3.07B
- Discretionary accounts
- 4
- Non-discretionary accounts
- 47
- Total accounts
- 51
- AUM per client
- $60.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 47 | $3.07B |
| Pooled investment vehicles | 4 | $8.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.