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Glynn Capital Advisors

Updated today

Client assets under management

$5,550,000

Clients

11

100% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

6

Very Low

Average account size

$504,545

About

Glynn Capital Advisors is a small, state-registered advisory firm that works primarily with family offices, high-net-worth individuals (including qualified investors), trusts, estates, charitable organizations, and business entities. The firm offers fee-based portfolio management and non-discretionary investment consulting, and it also provides family-office consulting services through an affiliated entity.

The firm employs a tactical asset allocation approach and may recommend a wide range of instruments — from exchange-listed securities to options, warrants, and interests in partnership vehicles — to adjust risk and pursue opportunities. Glynn operates under a non-discretionary model in practice: clients approve transactions prior to execution and the firm provides consulting and due diligence for alternative investments that it does not continuously manage due to lockups and structural constraints.

Noteworthy features relative to peers include the firm’s small scale (two advisors, roughly a dozen clients and about $10 million in reported assets) combined with a concentration on family-office and HNW work rather than retail, non‑HNW individuals. The brochure also discloses an affiliated consulting entity and an ownership structure that create potential conflicts of interest (and are disclosed to clients), making the blend of non‑discretionary client approval, hands-on alternative-investment consulting, and affiliated family-office services an uncommon profile among similar firms.

Client services

Portfolio management

Expertise

Private / alternative investments Concentrated stock management Options & derivatives strategies Wealth management

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Fee options

Fixed

Investment consulting fees up to 3.0% of investment principal (one-time fixed fee)

Main office location

Glynn Capital Advisors

Dallas TX, United States

Number of offices

1

Most active in

Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Tyler S

Series 65

Dallas, TX

Glynn Capital Advisors

Tyler Shelton is a financial advisor at Glynn Capital Advisors in Dallas, TX, holding a Series 65 designation and over eight years of combined experience in banking and investment advisory roles. His prior work includes positions at Third Coast Bank, Woodforest National Bank, AFV Partners, AT&T, and HSBC. Glynn Capital Advisors provides fee-based investment advisory and portfolio management services primarily to family offices, high-net-worth individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs a tactical asset-allocation approach across a broad range of instruments and offers both discretionary and non-discretionary management, with a notable focus on corporate and institutional clients.

Private / alternative investments Concentrated stock management Options & derivatives strategies Wealth management
user avatar

Randy H

Series 63, Series 65

Dallas, TX

Glynn Capital Advisors

Randy Humphreys is a financial advisor with Glynn Capital Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His background includes seven years at Citigroup Global Markets and executive roles at Woodforest National Bank and Glynn Consulting Services, where he provides family office consulting. He is also involved in managing personal and family assets through Pluto Mountain, LLC. Glynn Capital Advisors offers fee-based investment advisory and portfolio management services primarily to family offices, high-net-worth individuals, and institutional clients. The firm employs a tactical asset-allocation strategy across a broad range of instruments, with a focus on both discretionary and non-discretionary portfolio management and consulting for alternative investments.

Private / alternative investments Concentrated stock management Options & derivatives strategies Wealth management
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