Glynn Capital Advisors
Firm details
- Headquarters
- ,
- CRD number
- 333129
- Custodians
- CHARLES SCHWAB & CO., INC., CARTA SECURITIES, LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI53.88%
- Corporations / Businesses46.12%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Glynn Capital Advisors is a limited liability company that provides portfolio management for individuals, families and small businesses as well as for business or institutional clients. The firm’s client base is primarily individual and family investors. Fee arrangements include a percentage-of-AUM component and fixed fees. Glynn Capital does not identify as an active ESG investor, is not a multistate adviser, and does not describe itself as a newly formed adviser. The firm’s filings indicate it is not structured as a capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds83%
- Cash & Cash Equivalents14%
- Exchange Traded Equities2%
Contacts
2 of 2
Tyler Shelton
Investment AdvisorCRD 5708939
Randy Humphreys
Registered RepresentativeCRD 6096321
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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