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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Gladwyn Financial Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Gladwyn Financial Advisors charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Gladwyn Financial Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Gladwyn Financial Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Gladwyn Financial Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Gladwyn Financial Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Gladwyn Financial Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Gladwyn Financial Advisors registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Gladwyn Financial Advisors?","answer":"Its phone number is 703-810-8424. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}