Gladowsky Capital Management provides selecting other managers.
Gladowsky Capital Management reports 298 clients. They include 190 individual clients, 66 high-net-worth individuals, and 33 corporations and other businesses. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $198M across 1,030 accounts are not. A wrap fee program the firm both sponsors and manages holds $198M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 64% | 42% |
| High-net-worth individuals | 22% | 41% |
| Pension and profit-sharing plans | 3% | 11% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | 11% | 5% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 190 | $83M | 42.0% | $437K |
| High-net-worth individuals | 66 | $82.1M | 41.5% | $1.24M |
| Pension and profit-sharing plans | 8 | $22.1M | 11.2% | $2.76M |
| Charitable organizations | Fewer than 5 | $190K | 0.1% | $190K |
| Corporations and other businesses | 33 | $10.4M | 5.3% | $316K |
| Total | 298 | $198M | 100% | — |
- Clients
- 190
- Regulatory AUM
- $83M
- AUM share
- 42.0%
- Avg. per client
- $437K
- Clients
- 66
- Regulatory AUM
- $82.1M
- AUM share
- 41.5%
- Avg. per client
- $1.24M
- Clients
- 8
- Regulatory AUM
- $22.1M
- AUM share
- 11.2%
- Avg. per client
- $2.76M
- Clients
- Fewer than 5
- Regulatory AUM
- $190K
- AUM share
- 0.1%
- Avg. per client
- $190K
- Clients
- 33
- Regulatory AUM
- $10.4M
- AUM share
- 5.3%
- Avg. per client
- $316K
Total
- Clients
- 298
- Regulatory AUM
- $198M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Gladowsky Capital Management is paid through a percentage of assets under management and other compensation. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Jason Robert Gladowsky owns 75% or more of Gladowsky Capital Management. The leadership team of Gladowsky Capital Management includes Chief Compliance Officer Jason Robert Gladowsky. It has 4 employees, 3 of them in advisory roles.
Leadership
Jason Robert GladowskyPres / Dir / Chief Compliance Officer / Muni Principal
Barry Michael GladowskyDirector / FINOP/CFO / Options Principal
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 3 in advisory functions
- 2 state-registered reps
- 4 broker-dealer reps
- 2 insurance agents
- Owns 75% or more of Gladowsky Capital Management Corp
Jason Robert Gladowsky
Control person · since December 1998
Gladowsky Capital Management’s regulatory assets grew from $148M (March 2021) to $198M (February 2026); clients rose from 234 to 298 and employees were 4 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $198M | 298 | 4 | 1 |
| February 2025 | $180M | 300 | 4 | 1 |
| March 2024 | $163M | 257 | 4 | 1 |
| March 2023 | $146M | 311 | 4 | 1 |
| March 2022 | $170M | 278 | 4 | 1 |
| March 2021 | $148M | 234 | 4 | 1 |
Besides its headquarters, Gladowsky Capital Management has 0 offices, with 1 listed address in New York.
New York · 1 listed address
- 18 Manor Road, SmithtownHQ
Other business names
Gladowsky Capital Management has reported 1 other business name to the SEC.
- The Gladowsky Group
Contact and registration details
- Legal name
- Gladowsky Capital Management Corp
- Headquarters
- 18 Manor Road, Smithtown, NY 11787
- Website
- gladowskygroup.com
- Phone
- 631-360-7200
- SEC file
- 801-55802
- Structure
- New York corporation
- Fiscal year end
- December
Gladowsky Capital Management uses Pershing ($198M) as custodian for its separately managed accounts. Gladowsky Capital Management does not have custody of client assets.
- PershingPershing LLC · Jersey City, NJ · $198M100%
At year end, Gladowsky Capital Management’s separately managed accounts were mostly in stocks (70%) and bonds (23%).
What the accounts hold
- Stocks70%
- Non-exchange-traded equities44%
- Exchange-traded equities26%
- Funds5%
- Bonds23%
- Investment grade corporate bonds11%
- U.S. government and agency bonds8%
- State and local bonds4%
- Cash2%
How many clients does Gladowsky Capital Management have?
Gladowsky Capital Management has 298 clients and manages $198 million for them, as of February 2026. They include 190 individual clients, 66 high-net-worth individuals, and 33 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 2 February 2026
What services does Gladowsky Capital Management offer?
Gladowsky Capital Management provides selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Gladowsky Capital Management use?
Gladowsky Capital Management’s separately managed account assets are held at Pershing LLC (Jersey City, NJ), with $198M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 February 2026
How many financial advisors does Gladowsky Capital Management have?
Gladowsky Capital Management has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. 4 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Gladowsky Capital Management invest in?
At the end of its last fiscal year, Gladowsky Capital Management’s separately managed accounts held 44% non-exchange-traded equities, 26% exchange-traded equities, 11% investment grade corporate bonds, 8% U.S. government and agency bonds, 5% registered funds (mutual funds, ETFs, BDCs), 4% state and local bonds and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Gladowsky Capital Management?
Gladowsky Capital Management’s direct owner is Jason Robert Gladowsky (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 2 February 2026
How does Gladowsky Capital Management get paid?
Gladowsky Capital Management is paid through a percentage of assets under management and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Gladowsky Capital Management?
Gladowsky Capital Management’s main office is at 18 Manor Road, Smithtown, NY 11787. Its phone number is 631-360-7200. Its website is gladowskygroup.com.