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- Custodian
- Charles Schwab & Company ยท Equity Trust
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-09-2013
- Office Locations
- 1
Office Locations
About Gladstone Financial LLC
Gladstone Financial LLC is a Breckenridge-based RIA. The firm has been operating for 13 years. Managing $15.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Equity Trust.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 20 clients, or 20 clients per representative. That equates to $770.0K in reported AUM per client.
The profile lists 1 reported office location and 13 years in operation. The source data was last updated on March 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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The full Gladstone Financial LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
STEPHEN THEODORE GLADSTONE
President, Principal
- CRD
- #2480273
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $15,400,000 | -- |
| Total | $15,400,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Gladstone Financial LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.