# Gleneagles Investment Advisors, LLC

> Gleneagles Investment Advisors, LLC is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2021, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 312306
- Filed as: GLENEAGLES INVESTMENT ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/312306
- AdvisorCensus page: https://advisorcensus.com/firm/gleneagles-investment-advisors-llc-atlanta-ga-312306

## Quick answers

**How is Gleneagles Investment Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Gleneagles Investment Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Gleneagles Investment Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated March 20, 2026 states: Hourly rate: $75 to $400 an hour (special projects). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Gleneagles Investment Advisors, LLC located?**
Gleneagles Investment Advisors, LLC's principal office is in Atlanta, GA, according to its Form ADV.

**Is Gleneagles Investment Advisors, LLC registered with the SEC or a state?**
Gleneagles Investment Advisors, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 312306.

**How much does Gleneagles Investment Advisors, LLC manage?**
Gleneagles Investment Advisors, LLC reports $3,082,862,049 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (0% discretionary).

**How have Gleneagles Investment Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Gleneagles Investment Advisors, LLC: Regulatory assets under management: $125,611,635 in the October 2021 data and $3,082,862,049 in the October 2026 data, up 2354%. Total employees: 6 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Gleneagles Investment Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (47); pooled investment vehicles (other than investment companies and business development companies) (4).

**Does Gleneagles Investment Advisors, LLC 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/312306

**What changed in Gleneagles Investment Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $2,749,877,904 to $3,082,862,049 (+12%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 20, 2026)

- Minimum annual fee: $26,000

> Generally, we will charge 35 basis points on assets under management with a minimum annual fee of $26,000.

> Regardless of account size, GIA typically charges a minimum annual fee.

- Hourly rate: $75 to $400 an hour (special projects)

> Although rare, there may be cases in which we charge hourly or project -based fees for special projects. ... GIA’s standard hourly rates range from $75 per hour to in excess of $400 per hour.

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

### Regulatory assets under management (Item 5.F)
- Total: $3,082,862,049
- Discretionary: $8,397,816
- Non-discretionary: $3,074,464,233

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Not reported | $0 |
| High net worth individuals | 47 | $3,074,464,233 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $8,397,816 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [gleneaglesgroup.com](https://gleneaglesgroup.com)
- LinkedIn @gleneagles-group

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $125,611,635 | 6 | July 16, 2021 |
| October 2022 | $1,139,856,295 | 5 | March 28, 2022 |
| October 2023 | $1,990,126,510 | 5 | August 2, 2023 |
| October 2024 | $2,467,770,339 | 4 | March 18, 2024 |
| October 2025 | $2,749,877,904 | 4 | March 17, 2025 |
| October 2026 | $3,082,862,049 | 4 | March 20, 2026 |

Regulatory assets under management: $125,611,635 in the October 2021 data and $3,082,862,049 in the October 2026 data, up 2354%.
Total employees: 6 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $2,749,877,904 to $3,082,862,049 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Gleneagles Investment Advisors, LLC (CRD 312306): Form ADV filing data as of October 2026.