SourcingSourcing

GLADOWSKY CAPITAL MANAGEMENT CORP

C47
CRD 45287·SEC 801-55802·SMITHTOWN, NY
AUM
$197.8M
$100M-$500M
Est. Revenue
$2.0M
@ 1% on AUM
Est. EBITDA
$593K
@ 30% margin
Est. Deal Value
$4.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GLADOWSKY CAPITAL MANAGEMENT CORP
CRD
45287
SEC file #
801-55802
EIN
—
DBA names
—

Economics

AUM
$197.8M
AUM band
$100M-$500M
AUM trajectory
'20'26
$118.5M → $197.8M▲ +67%
Client mix
Individuals Other190
Individuals High Net Worth66
Corporations33
Pension Profit Sharing Plans8
Charitable Organizations1

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
3 advisors → 3 advisors▬ 0%
Primary office
SMITHTOWN NY
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Selection of other advisersOther Advisory Services
Fee basis
% of AUMOther Compensation

Filings

Latest ADV filing
02/02/2026
ADV-W filed at
—
Website
gladowskygroup.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GLADOWSKY, JASON ROBERT
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
GLADOWSKY, JASON ROBERT
GLADOWSKY, BARRY MICHAEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
GLADOWSKYGROUP.COM
Rdap Domain Creation Date
2015-02-24T17:37:57Z
Rdap Firm Age Years
11
Rdap Firm Age Band
10-20y
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

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4513
Soi Zip Pct 200k Plus
0.1883
Soi Zip Returns 200k Plus
3,400
Soi Zip Total AGI
2,504,306
Fdic Zip Total Deposits
45,419,029,000
Fdic Zip Branch Count
480
Fdic Zip Top Banks
JPMorgan Chase Bank, National Association
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
4
Bc Firm Active IA Count
1
Bc Firm IAR Count
4
Custodian Candidates
Full
Pershing4
E*trade4
Fdic Zip Branches Raw
Home Savings of America, FSBSmithtown, NY
Home Savings of America, FSBSmithtown, NY
Fdic Zip HHI
629.37
Fdic Zip Top Bank Share Pct
12.85
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-24T17:37:57Z
Rdap Domain Last Changed
2026-02-25T15:00:36Z
Rdap Nameservers
Ns27.domaincontrol.comNs28.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI41,309
Returns3,760
Stub 2
AGI83,550
Returns2,250
Stub 3
AGI132,070
Returns2,120
Soi Zip Total Business Income
54,397
Soi Zip Total Cap Gains
82,434
Soi Zip Total Dividends
44,737
Soi Zip Total Returns
18,060
Top Owner CRD
2704419
Trust Company Affiliate
No

People (4)

4
GLADOWSKY, JASON ROBERT
IAR · Direct Owner · 87.5%
2704419
GLADOWSKY, BARRY MICHAEL
IAR · Executive Officer · 2.5%
3054441
RENEE MARIANI
IAR
2588304
ELLIOT JAY GLADOWSKY
IAR
2353631