G
CRD: 333129
Glynn Capital Advisors
Dallas, TX
9728002682
$10.3M Total AUM
$9.2M Disc. AUM
-- 3Y CAGR
2 Employees
11 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Matrix
- Established Date
- 10-01-2024
- Office Locations
- 1
Office Locations
-- Dallas TX
About Glynn Capital Advisors
Glynn Capital Advisors is a Dallas-based RIA. The firm has been operating for 1 years. Managing $10.3M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$5.2M AVG AUM / ADVISOR
$936.4K AVG AUM / CLIENT
1.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Bridge
Investment Themes
Oak Prime
Investment Vehicles
Catalyst
Services
Fusion Beacon Optima Delta glacier Momentum Vital crest
Technology
Insight foundation
Owner & Executives
R
RANDY GLYNN HUMPHREYS II
Chief Compliance Officer, President
- CRD
- #6096321
- Ownership
- Less than 5%
(541) 706-9998
optima.timber@timbercapital.com
in linkedin.com/in/north-timber
Showing 1 of 1 owners & executives
Unlock allContacts
T
TYLER DAVID SHELTON
--
- CRD
- #5708939
(552) 656-4599
prime.atlas@alphacapital.com
in linkedin.com/in/pathway-quantum
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,200,000 | -- |
| Non-Discretionary | $1,100,000 | -- |
| Total | $10,300,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,300,000
Private Funds:
36.0% Cash:
28.5% Equity - Exchange:
35.5% | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $652,659,037 | 36.0% |
| Cash | $516,688,404 | 28.5% |
| Equity - Exchange | $643,594,328 | 35.5% |
| Total | $1,812,941,769 | 100.0% |