Gleneagles Investment Advisors, Llc
- Regulatory AUM
- $3.1B
- Discretionary
- $8.4M
- Clients
- 51
- Avg AUM / client
- $60.4M
- Accounts
- 51
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 47 | $3.1B | 99.7% |
| Pooled investment vehicles (non-investment companies) | 4 | $8.4M | 0.27% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $13.2M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Gleneagles Credit Partners Ii, Llc | Other Private Fund | Georgia | $8.7M | 30 |
| Gleneagles Private Equity Partners I, Llc | Private Equity Fund | Georgia | $4.0M | 18 |
| Gleneagles Credit Partners I, Llc | Other Private Fund | Georgia | $383K | 35 |
| Gleneagles Absolute Return Fund, Llc | Hedge Fund | Georgia | $72.0K | 15 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Plyler, David, Bane | Elected Manager | Jul 2003 (23y) | GP / trustee / elected manager of Gleneagles Group, Llc (indirect) | |
| Riddell, Stephen, William | Chief Compliance Officer | Oct 2020 (6y) | Less than 5% | |
| Way, Sophia, Hays | Chief Investment Officer | Oct 2020 (6y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Gleneagles Group, Llc | Member/Manager | Oct 2020 | A | 75% or more |
| Twelve Hours Management Company Llc | Owner | Jun 2013 | B | ≈ 56.25% – 100% via Gleneagles Group, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Twelve Hours Management Company Llc: 75% – 100% of Gleneagles Group, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (4, $13.2M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Gleneagles Credit Partners Ii, Llc | Other Private Fund | $8.7M | $500K | 30 |
| Gleneagles Private Equity Partners I, Llc | Private Equity Fund | $4.0M | $250K | 18 |
| Gleneagles Credit Partners I, Llc | Other Private Fund | $383K | $500K | 35 |
| Gleneagles Absolute Return Fund, Llc | Hedge Fund | $72.0K | $100K | 15 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/20/2026 | 1.72 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Family Office Services $118M (10% of AUM) Nov 2022
- UBS $8.8M (1% of AUM) Nov 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 20, 2026.
View current Form ADV (SEC/IAPD) ↗