{ "crd_number": 139607, "slug": "glasgow-partners-llc-salado-tx-139607", "primary_business_name": "GLASGOW PARTNERS, LLC", "legal_name": "GLASGOW PARTNERS, LLC", "dbas": [], "city": "Salado", "state": "TX", "country": "United States", "cbsa_code": "28660", "metro": { "cbsa_code": "28660", "common_name": "Killeen", "msa_name": "Killeen-Temple, TX", "path": "/advisors/tx/killeen" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2006-06-06", "years_registered": 20, "period": "2026-10-01", "filing_date": "2026-03-25", "carried_forward": false, "raum_total": 120029029.0, "raum_discretionary": 0.0, "raum_non_discretionary": 120029029.0, "raum_band": "100m_500m", "raum_band_label": "$100 million to $500 million", "total_employees": 1, "advisory_employees": 1, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "banking_thrift": { "raum": 119299029.0, "count": 6 }, "pension_profit_sharing": { "raum": 730000.0, "count": null, "fewer_than_5": true } }, "compensation_types": [ "commissions", "fixed" ], "advisory_activities": [ "portfolio_management_businesses_institutional" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "TX" ], "websites": [ "https://glasgowpartners.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/139607", "city_as_filed": "SALADO", "url": "https://advisorcensus.com/firm/glasgow-partners-llc-salado-tx-139607", "display_name": "Glasgow Partners, LLC", "summary": "Glasgow Partners, LLC is an SEC-registered investment advisory firm in Salado, TX, registered since 2006, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.", "citation": "AdvisorCensus. Glasgow Partners, LLC (CRD 139607): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "Fixed fees (other than subscription fees)", "Commissions" ], "advisory_activity_labels": [ "Portfolio management for businesses (other than small businesses) or institutional clients" ], "quick_answers": [ { "q": "How is Glasgow Partners, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Glasgow Partners, LLC reports these compensation arrangements: fixed fees (other than subscription fees); commissions." }, { "q": "Where is Glasgow Partners, LLC located?", "a": "Glasgow Partners, LLC's principal office is in Salado, TX, according to its Form ADV." }, { "q": "Is Glasgow Partners, LLC registered with the SEC or a state?", "a": "Glasgow Partners, LLC is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 139607." }, { "q": "How much does Glasgow Partners, LLC manage?", "a": "Glasgow Partners, LLC reports $120,029,029 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (0% discretionary)." }, { "q": "How have Glasgow Partners, LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Glasgow Partners, LLC: Regulatory assets under management: $128,408,000 in the October 2021 data and $120,029,029 in the October 2026 data, down 7%. Total employees: 2 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Glasgow Partners, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: banking or thrift institutions (6)." }, { "q": "Does Glasgow Partners, LLC report any disciplinary disclosures?", "a": "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/139607" }, { "q": "What changed in Glasgow Partners, LLC's recent Form ADV filings?", "a": "In the April 2026 filing data: Regulatory assets under management went from $99,507,978 to $120,029,029 (+21%)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 128408000.0, "total_employees": 2, "filing_date": "2021-03-31" }, { "period": "2022-10-01", "regulatory_assets_under_management": 113378483.0, "total_employees": 2, "filing_date": "2022-05-09" }, { "period": "2023-10-01", "regulatory_assets_under_management": 138957434.0, "total_employees": 2, "filing_date": "2023-03-15" }, { "period": "2024-10-01", "regulatory_assets_under_management": 113220408.0, "total_employees": 1, "filing_date": "2024-04-01" }, { "period": "2025-10-01", "regulatory_assets_under_management": 99507978.0, "total_employees": 1, "filing_date": "2025-03-21" }, { "period": "2026-10-01", "regulatory_assets_under_management": 120029029.0, "total_employees": 1, "filing_date": "2026-03-25" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $99,507,978 to $120,029,029 (+21%)." ] }, { "period": "2026-01-01", "period_label": "January 2026", "notes": [ "No longer registered or notice-filed in PA." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/glasgow-partners-llc-salado-tx-139607.md", "clients": [ { "type": "banking_thrift", "label": "Banking or thrift institutions", "count": 6, "fewer_than_5": false, "raum": 119299029.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": null, "fewer_than_5": true, "raum": 730000.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/139607", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }