Gladwyn Financial Advisors provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 1–10 clients last fiscal year.
Gladwyn Financial Advisors reports 98 clients. They include 51 individual clients and 47 high-net-worth individuals. Of its assets, 88.2% ($149M across 342 accounts) are managed with discretion; $19.9M across 18 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 52% | 15% |
| High-net-worth individuals | 48% | 85% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 51 | $26.1M | 15.4% | $512K |
| High-net-worth individuals | 47 | $143M | 84.6% | $3.04M |
| Total | 98 | $169M | 100% | $1.72M |
- Clients
- 51
- Regulatory AUM
- $26.1M
- AUM share
- 15.4%
- Avg. per client
- $512K
- Clients
- 47
- Regulatory AUM
- $143M
- AUM share
- 84.6%
- Avg. per client
- $3.04M
Total
- Clients
- 98
- Regulatory AUM
- $169M
- AUM share
- 100%
- Avg. per client
- $1.72M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Gladwyn Financial Advisors charges 0.40%–2.00% a year for its Portfolio management services. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning and consulting
- Financial planning and consulting is billed at an hourly rate of $250, with an estimate and an initial payment of 50% of the estimated time and cost.
Timothy Murray owns 50% to 75% of Gladwyn Financial Advisors. The leadership team of Gladwyn Financial Advisors includes President Timothy Murray. It has 3 employees, 2 of them in advisory roles.
Leadership
Timothy MurrayPresident, CCO- Polly MurrayVice President
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 2 in advisory functions
- Owns 50% to 75% of Gladwyn Financial Advisors, Inc.
Timothy Murray
Control person · since January 2004
- Owns 50% to 75% of Gladwyn Financial Advisors, Inc.
Polly Murray
Control person · since January 2004
Gladwyn Financial Advisors’ regulatory assets grew from $146M (February 2025) to $169M (January 2026); clients were 98 in both filings and employees rose from 2 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| January 2026 | $169M | 98 | 3 | 1 |
| February 2025 | $146M | 98 | 2 | 1 |
Besides its headquarters, Gladwyn Financial Advisors has 0 offices, with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Gladwyn Financial Advisors, Inc.
- Headquarters
- Not reported
- Website
- gladwynfinancial.com
- Phone
- 703-810-8424
- SEC file
- 801-131574
- Structure
- Virginia corporation
- Fiscal year end
- December
Gladwyn Financial Advisors uses Fidelity ($143M) as custodian for its separately managed accounts. Gladwyn Financial Advisors does not have custody of client assets.
- FidelityNational Financial Services LLC · Boston, MA · $143M100%
At year end, Gladwyn Financial Advisors’ separately managed accounts were mostly in stocks (86%) and funds (13%). Its reported 13F holdings for the quarter ended 30 June 2026 total $160M across 82 positions; the largest are Vanguard Index Fds (8.2%), Vanguard Index Fds (7.9%) and Vanguard Index Fds (7.6%).
What the accounts hold
- Stocks86%
- Funds13%
- Other1%
- Variable annuities1%
Reported 13F holdings
- $160M
- Reported 13F value
- 82
- Positions
- 59.9%
- In the 10 largest
- +11.3%
- Value vs. prior quarter
- Vanguard Index Fds · Sml CP Grw ETF8.2%
- Vanguard Index Fds · SM CP Val ETF7.9%
- Vanguard Index Fds · Mcap GR Idxvip7.6%
- Vanguard Index Fds · Mcap VL Idxvip7.6%
- Vanguard World FD · Mega Cap Val ETF6.2%
- Vanguard World FD · Mega Grwth Ind5.9%
- Vanguard Intl Equity Index F · FTSE Smcap ETF4.7%
- Vanguard Intl Equity Index F · FTSE Emr Mkt ETF4.6%
- Vanguard Intl Equity Index F · Allwrld EX US3.9%
- Vanguard Scottsdale Fds · Shrt Trm Corp. BD3.2%
Together, the ten largest are 59.9% of reported value.
How many clients does Gladwyn Financial Advisors have?
Gladwyn Financial Advisors has 98 clients and manages $169 million for them, as of January 2026. They include 51 individual clients and 47 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 22 January 2026
What services does Gladwyn Financial Advisors offer?
Gladwyn Financial Advisors provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Gladwyn Financial Advisors charge?
Gladwyn Financial Advisors charges 0.40%–2.00% a year for its Portfolio management services. The fee is billed in arrears and is negotiable.
Source: GLADWYN FINANCIAL ADVISORS, INC - ADV BROCHURE, JAN 21, 2026, filed 22 January 2026
Which custodians does Gladwyn Financial Advisors use?
Gladwyn Financial Advisors’ separately managed account assets are held at National Financial Services LLC (Boston, MA), with $143M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 January 2026
How many financial advisors does Gladwyn Financial Advisors have?
Gladwyn Financial Advisors has 0 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Gladwyn Financial Advisors invest in?
At the end of its last fiscal year, Gladwyn Financial Advisors’ separately managed accounts held 86% exchange-traded equities, 13% registered funds (mutual funds, ETFs, BDCs) and 1% other. The 1% other category is described as: Variable Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Gladwyn Financial Advisors?
Gladwyn Financial Advisors’ direct owners are Timothy Murray (50% to 75%) and Polly Murray (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 22 January 2026
How does Gladwyn Financial Advisors get paid?
Gladwyn Financial Advisors is paid through a percentage of assets under management and hourly charges. 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
Is Gladwyn Financial Advisors registered with the SEC?
Yes, Gladwyn Financial Advisors has been registered with the SEC as an investment adviser since 4 December 2024. Its CRD number is 135544 and its SEC file number is 801-131574.
Source: Form ADV Part 1A, Item 1, filed 22 January 2026; IAPD firm record
How do I contact Gladwyn Financial Advisors?
Its phone number is 703-810-8424. Its website is gladwynfinancial.com.