# Gladwyn Financial Advisors, Inc.

> Gladwyn Financial Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 22, 2026.

- CRD: 135544
- Filed as: GLADWYN FINANCIAL ADVISORS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: January 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/135544
- AdvisorCensus page: https://advisorcensus.com/firm/gladwyn-financial-advisors-inc-135544

## Quick answers

**How is Gladwyn Financial Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Gladwyn Financial Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Gladwyn Financial Advisors, Inc. charge?**
Its Form ADV Part 2A brochure dated January 22, 2026 states: Hourly rate: $250 an hour (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Gladwyn Financial Advisors, Inc. registered with the SEC or a state?**
Gladwyn Financial Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 135544.

**How much does Gladwyn Financial Advisors, Inc. manage?**
Gladwyn Financial Advisors, Inc. reports $169,000,000 in regulatory assets under management in its Form ADV filing dated January 22, 2026 (88% discretionary).

**How have Gladwyn Financial Advisors, Inc.'s assets and staff changed since 2025?**
In the Form ADV data for Gladwyn Financial Advisors, Inc.: Regulatory assets under management: $146,000,000 in the October 2025 data and $169,000,000 in the October 2026 data, up 16%. Total employees: 2 in October 2025 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Gladwyn Financial Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (51); high net worth individuals (47).

**Which custodians does Gladwyn Financial Advisors, Inc. use?**
Gladwyn Financial Advisors, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Gladwyn Financial Advisors, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/135544

**Does Gladwyn Financial Advisors, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated January 22, 2026 says: "Gladwyn has no minimum account size nor minimum client net worth policies."

**What changed in Gladwyn Financial Advisors, Inc.'s recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $146,000,000 to $169,000,000 (+16%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated January 22, 2026)

- Account minimum: None

> Gladwyn has no minimum account size nor minimum client net worth policies.

- Hourly rate: $250 an hour (financial planning and consulting services)

> Gladwyn charges an hourly rate of $250 for financial planning and consulting services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $169,000,000
- Discretionary: $149,100,000
- Non-discretionary: $19,900,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 51 | $26,100,000 |
| High net worth individuals | 47 | $142,900,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (1 year)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [gladwynfinancial.com](https://gladwynfinancial.com)
- LinkedIn linkedin.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $146,000,000 | 2 | February 19, 2025 |
| October 2026 | $169,000,000 | 3 | January 22, 2026 |

Regulatory assets under management: $146,000,000 in the October 2025 data and $169,000,000 in the October 2026 data, up 16%.
Total employees: 2 in October 2025 and 3 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $146,000,000 to $169,000,000 (+16%).

### December 2025
- Registered or notice-filed in FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Gladwyn Financial Advisors, Inc. (CRD 135544): Form ADV filing data as of October 2026.