SourcingSourcing

GLENEAGLES INVESTMENT ADVISORS, LLC

C41
CRD 312306·SEC 801-120549·ATLANTA, GA
AUM
$3.08B
$1B+
Est. Revenue
$30.8M
@ 1% on AUM
Est. EBITDA
$9.2M
@ 30% margin
Est. Deal Value
$74.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GLENEAGLES INVESTMENT ADVISORS, LLC
CRD
312306
SEC file #
801-120549
EIN
—
DBA names
—

Economics

AUM
$3.08B
AUM band
$1B+
AUM trajectory
'22'26
$125.6M → $3.08B▲ +2354%
Client mix
Individuals High Net Worth47
Pooled Investment Vehicles4

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'22'26
3 advisors → 2 advisors▼ -33%
Primary office
ATLANTA GA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/20/2026
ADV-W filed at
—
Website
gleneaglesgroup.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GLENEAGLES GROUP, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
GLENEAGLES GROUP, LLC
RIDDELL, STEPHEN, WILLIAM
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
GLENEAGLESGROUP.COM
Rdap Domain Creation Date
2004-10-08T01:34:05Z
Rdap Firm Age Years
22
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-10-08T01:34:05Z
Rdap Domain Last Changed
2025-10-08T16:01:09Z
Rdap Nameservers
Ns05.domaincontrol.comNs06.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (2)

2
RIDDELL, STEPHEN, WILLIAM
Executive Officer · 2.5%
1044100
WAY, SOPHIA, HAYS
Executive Officer · 2.5%
6674702