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- Custodian
- American Funds · Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-01-2004
- Office Locations
- 2
Office Locations
About Gladwyn Financial Advisors, Inc.
Gladwyn Financial Advisors is a Northern Virginia–based, location-independent RIA serving individuals and families nationwide, including retirees and small business owners. The firm delivers holistic financial planning (retirement, education, estate/insurance, and divorce analysis) alongside investment advice and individual income tax guidance. Portfolios emphasize low-cost passive index funds and broadly diversified, rebalanced allocations under a fiduciary-only model.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
POLLY ANN MURRAY
Financial Advisor, VICE PRESIDENT
- CRD
- --
- Ownership
- 50% but less than 75%
TIMOTHY TERRENCE MURRAY
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #4419210
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Robert Joseph Murray
Financial Advisor
- CRD
- #7992146
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $149,100,000 | $435,965 |
| Non-Discretionary | $19,900,000 | $1,105,556 |
| Total | $169,000,000 | $469,444 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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