Glenmore Advisors, LLC (Atlanta)

Glenmore Advisors, LLC is a large advisory firm based in Atlanta. It manages $124.61 million of regulatory assets for 26 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Georgia.

Glenmore Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Glenmore Advisors: assets under management

The assets under management (AUM) of Glenmore Advisors, LLC is $124.61 million. The firm's AUM has gone down by -17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $84.35 million in discretionary accounts and $40.26 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.37 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $40.26 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Glenmore Advisors, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Glenmore Advisors, LLC

Leonard Chad Fernandez has been acting as President since 1 Mar 2010. Marcus Vann Griffin has served as the Chief Investment Officer since 1 Aug 2011. Mary Kennon Caithness Woodson joined the executive team most recently as the Secretary.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Bane Plyler	Managing member and chief compliance officer	1 Jan 2010	75% - 100%	2781955
David Bane Plyler	Managing member and chairman of the board	1 Mar 2010	75% - 100%	2781955
William Jones Debutts	President and ceo	1 Mar 2010	Other	2473998
Scott Philip Calhoun	Executive vice president	1 Mar 2010	Other	5099047
Elizabeth Jeanette Caddell	Secretary and treasurer	1 Mar 2010	Other	4941090
John David Champagne	Vice president and chief compliance officer	1 Mar 2010	Other	1097650
Leonard Chad Fernandez	Director	1 Mar 2010	Other	5430017
Kevin Patrick Bourke	Director	1 Mar 2010	Other	5628153
Llc The Gleneagles Group	Member/manager	1 Mar 2010	75% - 100%	20-1977572
Marcus Vann Griffin	Chief investment officer	1 Aug 2011	Other	4187137
Stephen Angelo Halkos	Member and director	1 Dec 2011	Other	6046824
Llc Sage Ii Investments	Member manager	1 Dec 2011	50% - 75%	61-1665261
Carl Avery Benton	Evp and director of business development	1 Jun 2012	Other	871136
Mary Kennon Caithness Woodson	Secretary	1 Jul 2012	Other	6097466

Based in Atlanta

The principal office where Glenmore Advisors, LLC performs its advisory services is located at 3715 Northside Parkway, Nw, Atlanta, GA 30327, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.