Gleneagles Investment Advisors, LLC
SEC RegisteredExceptional vision to help families flourish.
About the firm
The Gleneagles Family Office team brings deep experience and clear vision to help families of great wealth flourish across generations. Their shared family office model allows each family to engage the expertise and experience of a highly-specialized team, beginning with identifying unique opportunities within each family and building a strategic roadmap to address them.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Shared family office services including risk management, trust structures, operational efficiency, financial strategies, human capital development, shared family purpose, and connection to a community of peer family office executives through The 50 Group.
Who they serve
Families of great wealth, including transitional families experiencing a major liquidity or life event, enterprising families coordinating all aspects of their wealth, and generational families with a multi-decade mindset.
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 47 | $3.1B |
| Pension/Profit Sharing Plans | 4 | $8.4M |
Leadership
Office locations
Regulatory & compliance
Data as of March 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Gleneagles Investment Advisors, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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