GLR Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, education planning, estate planning, insurance, retirement plan services, and tax planning.
GLR Partners reports 173 clients. They include 103 individual clients, 67 high-net-worth individuals, and 2 corporations and other businesses. Of its assets, 100.0% ($261M across 674 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 60% | 14% |
| High-net-worth individuals | 39% | 86% |
| Pension and profit-sharing plans | <1% | <1% |
| Corporations and other businesses | 1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 103 | $35.5M | 13.6% | $344K |
| High-net-worth individuals | 67 | $224M | 86.0% | $3.34M |
| Pension and profit-sharing plans | Fewer than 5 | $15.4K | 0.0% | $15.4K |
| Corporations and other businesses | Fewer than 5 | $1.12M | 0.4% | $562K |
| Total | 173 | $261M | 100% | — |
- Clients
- 103
- Regulatory AUM
- $35.5M
- AUM share
- 13.6%
- Avg. per client
- $344K
- Clients
- 67
- Regulatory AUM
- $224M
- AUM share
- 86.0%
- Avg. per client
- $3.34M
- Clients
- Fewer than 5
- Regulatory AUM
- $15.4K
- AUM share
- 0.0%
- Avg. per client
- $15.4K
- Clients
- Fewer than 5
- Regulatory AUM
- $1.12M
- AUM share
- 0.4%
- Avg. per client
- $562K
Total
- Clients
- 173
- Regulatory AUM
- $261M
- 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
- Financial planning clients last fiscal year
- 0
GLR Partners charges 0.50%–1.25% for its Investment Management Services. The brochure does not state whether the rate is annual. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
| Asset band | Rate (period not stated) |
|---|---|
| $0–$500K | 1.25% |
| $500K–$3M | 1.00% |
| $3M–$10M | 0.75% |
| $10M and above | 0.50% |
Fee details and sources
Other fees
- Financial Planning and Consulting Services
- Financial-planning-only clients pay a fixed fee with a $1,500 minimum, which may be higher depending on the complexity of the plan.
- Retirement Plan Investment Management
- Retirement plan advisory clients pay an asset-based fee of up to 0.75% per annum.
Jeremy Reed owns 25% to 50% of GLR Partners. The leadership team of GLR Partners includes Chief Compliance Officer Kevin Kim. It has 5 employees, 3 of them in advisory roles.
Leadership
- Kevin KimChief Compliance Officer
- Richard GaigeManaging Member
- Wayne LavalleeManaging Member
- Jeremy ReedManaging Member
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- Richard Michael Gaige
- Wayne Thomas Lavallee
- Jeremy Joseph Reed
Staff
- 5 employees
- 3 in advisory functions
- 3 state-registered reps
- 3 broker-dealer reps
- 3 insurance agents
- Owns 25% to 50% of GLR Partners, LLC
Jeremy Reed
Control person · since May 2025
- Owns 25% to 50% of GLR Partners, LLC
Wayne Lavallee
Control person · since May 2025
- Owns 25% to 50% of GLR Partners, LLC
Richard Gaige
Control person · since May 2025
GLR Partners’ regulatory assets grew Infinity× from $0 (June 2025) to $261M (July 2026); employees rose from 4 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $261M | 173 | 5 | 1 |
| June 2025 | $0 | 0 | 4 | 1 |
Besides its headquarters, GLR Partners has 0 offices, with 1 listed address in Maryland.
Maryland · 1 listed address
- 8820 Columbia 100 Parkway, Suite 230, ColumbiaHQ
Contact and registration details
- Legal name
- GLR Partners, LLC
- Headquarters
- 8820 Columbia 100 Parkway, Suite 230, Columbia, MD 21045
- Website
- glrpartners.net
- Phone
- 410-446-9094
- @glr-partnersllc
- SEC file
- 801-132581
- Structure
- Maryland LLC
- Fiscal year end
- December
GLR Partners uses Charles Schwab ($246M) as custodian for its separately managed accounts. GLR Partners has custody of $11.1M in client assets for 33 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $246M100%
At year end, GLR Partners’ separately managed accounts were mostly in funds (64%) and stocks (30%). Its reported 13F holdings for the quarter ended 30 June 2026 total $215M across 111 positions; the largest are Pacer Fds TR (8.3%), SPDR Series Trust (6.4%) and Wisdomtree TR (6.3%).
What the accounts hold
- Stocks30%
- Funds64%
- Registered funds60%
- Pooled vehicles4%
- Bonds1%
- Cash2%
- Other3%
- Alternative funds3%
Reported 13F holdings
- $215M
- Reported 13F value
- 111
- Positions
- 46.2%
- In the 10 largest
- +17.2%
- Value vs. prior quarter
- Pacer Fds TR · US Cash Cows 1008.3%
- SPDR Series Trust · ST Str Blo 1 ETF6.4%
- Wisdomtree TR · US Quality Grow6.3%
- Vanguard Index Fds · Growth ETF5.5%
- Vanguard Index Fds · Value ETF4.5%
- Invesco Exchange Traded FD T · S&P500 Quality4.0%
- SPDR Series Trust · ST Str P500grw3.0%
- Apple Inc.2.9%
- SPDR Gold TR · Gold Shs2.7%
- Pacer Fds TR · Trendp US Lar CP2.6%
Together, the ten largest are 46.2% of reported value.
How many clients does GLR Partners have?
GLR Partners has 173 clients and manages $261 million for them, as of July 2026. They include 103 individual clients, 67 high-net-worth individuals, and 2 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 2 July 2026
What services does GLR Partners offer?
GLR Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, education planning, estate planning, insurance, retirement plan services, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does GLR Partners charge?
GLR Partners charges 0.50%–1.25% for its Investment Management Services. The brochure does not state whether the rate is annual. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Which custodians does GLR Partners use?
GLR Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $246M. 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 July 2026
How many financial advisors does GLR Partners have?
GLR Partners has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 3 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 GLR Partners invest in?
At the end of its last fiscal year, GLR Partners’ separately managed accounts held 60% registered funds (mutual funds, ETFs, BDCs), 30% exchange-traded equities, 4% pooled vehicles (private funds and similar), 3% other, 2% cash and equivalents and 1% U.S. government and agency bonds. The 3% other category is described as: Alternative Funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns GLR Partners?
GLR Partners’ direct owners are Jeremy Reed, Wayne Lavallee and Richard Gaige, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 2 July 2026
How does GLR Partners get paid?
GLR Partners is paid through a percentage of assets under management and fixed fees. 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 GLR Partners?
GLR Partners’ main office is at 8820 Columbia 100 Parkway, Suite 230, Columbia, MD 21045. Its phone number is 410-446-9094. Its website is glrpartners.net.