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GLENEAGLES INVESTMENT ADVISORS, LLC
CRD 312306File 801-120549
APPROVED
Retail clients
Custody
Filing as of Mar 20, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 52 | 51 | decreased by1 |
| Apr 1, 2026 | AUM | $2,749,877,904 | $3,082,862,049 | increased by$332,984,145 |
| Apr 1, 2026 | Accounts | 52 | 51 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 4 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 34 | 52 | increased by18 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,139,856,295 | $2,749,877,904 | increased by$1,610,021,609 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 34 | 52 | increased by18 |
| Apr 1, 2022 | Employees | 6 | 5 | decreased by1 |
| Apr 1, 2022 | Clients | 3 | 34 | increased by31 |
| Apr 1, 2022 | AUM | $125,611,635 | $1,139,856,295 | increased by$1,014,244,660 |
| Apr 1, 2022 | Accounts | 3 | 34 | increased by31 |
| Aug 1, 2021 | Registration | APPROVED-120 | APPROVED | |
| Aug 1, 2021 | Custody | No | Yes | |
| Aug 1, 2021 | AUM | $0 | $125,611,635 | increased by$125,611,635 |
| Aug 1, 2021 | Accounts | 0 | 3 | increased by3 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GLENEAGLES INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GLENEAGLES INVESTMENT” 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.