Wealth manager, independent · Columbia, MD
GLR Partners
GLR Partners, LLC · SEC-registered investment adviser · CRD 334902 · SEC 801-132581
At a glance
GLR Partners is an SEC-registered investment adviser based in Columbia, Maryland, with $261 million in regulatory assets under management as of its Form ADV filed July 2, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 170 individual clients. By Form ADV it is a wealth manager, ranked 4,834th of 8,915 wealth managers and 10,859th of 17,210 SEC-registered advisers by assets.
Main office 410-446-9094glrpartners.netLinkedInAs filed on Form ADV
- Regulatory AUM
- $261M
- Rank among wealth managers
- #4,834 of 8,915
- Rank among all SEC RIAs
- #10,859 of 17,210
- Rank in Maryland
- #158 of 227
- Individual clients
- 170
- High-net-worth clients
- 67
- Accounts
- 674
- Discretionary
- 100% of AUM
- Employees
- 5
- Advisory staff
- 3
- Offices
- 1
Owners and executives on its Form ADV
- Jeremy J. ReedManaging Member
- Wayne T. LavalleeManaging Member
- Richard M. GaigeManaging Member
- Kevin M. KimChief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
GLR Partners is a hybrid RIA: 3 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed July 2026) names The Leaders Group as the broker-dealer its advisers are registered with.
Item 10, certain personnel of GLR Partners, in their individual capacities, are registered representatives of The Leaders Group, Inc.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 67 | $224M | 86% |
| Individuals | 103 | $35M | 14% |
| Corporations or other businesses | 2 | $1M | <1% |
| Pension and profit sharing plans | 1 | $0M | <1% |
Disciplinary disclosures
GLR Partners reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗glrpartners.net ↗
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The full record on GLR Partners
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 1 years of filings
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- Growth over one, three and five years
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- Rank against 6,405 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does GLR Partners manage?
GLR Partners reports $261 million in regulatory assets under management across 674 accounts, 100% of it on a discretionary basis, on its Form ADV filed July 2, 2026.
What kind of firm is GLR Partners?
GLR Partners is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are GLR Partners’s clients?
By assets, its largest client types are high-net-worth individuals ($224 million, 67 clients); individuals ($35 million, 103 clients); corporations or other businesses ($1 million, 2 clients).
Does GLR Partners have any disciplinary history?
GLR Partners reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is GLR Partners’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-02), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →