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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-01-2022
- Office Locations
- 2
Office Locations
About Light Capital LLC
Light Capital LLC is a Santa Monica, CA registered investment adviser serving retail and institutional clients, with a focus on entrepreneurs. The firm provides portfolio construction and asset-allocation guidance across ETFs, mutual funds, private funds and private placements, including cryptocurrency/digital asset exposure. Founder-led by Edward T. McGlasson (CEO/CIO/CCO) and custodied at Charles Schwab.
Reported data analysis
What the numbers show
Between May 6, 2025 and March 31, 2026, reported AUM increased 18.1%, from $114.5M to $135.3M.
Across 4 reported observations, AUM increased 21.3% between March 31, 2023 and March 31, 2026, from $111.5M to $135.3M.
Of the latest reported AUM, 41.7% is discretionary and 58.3% is non-discretionary.
The firm reports 1 advisory representatives and 13 clients, or 13 clients per representative. That equates to $10.4M in reported AUM per client.
The profile lists 2 reported office locations and 3 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Light Capital LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
EDWARD TANDY MCGLASSON
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer, FOUNDER
- CRD
- #6147711
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Alyssa Ellard
Director
- CRD
- --
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $56,430,743 | $773,024 |
| Non-Discretionary | $78,833,189 | $812,713 |
| Total | $135,263,932 | $795,670 |
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Separately Managed Accounts
SMA allocation detail is available
Light Capital LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.