Glass Lakes Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Glass Lakes serves individual and high‑net‑worth clients and charitable organizations, providing financial planning, portfolio management, and related implementation services. The firm also operates a wrap fee investment program and offers complimentary educational seminars and workshops on personal finance and investing.
Investment management employs a Core + Satellite allocation framework that blends passive indexed core holdings with active satellite positions, informed by both fundamental and technical analysis. Portfolios are delivered via model allocations on the firm’s custodian platform, managed on a discretionary or nondiscretionary basis, and the firm may recommend third‑party investment managers following due diligence.
Glass Lakes is a small, owner‑led advisory firm that transitioned to SEC registration in 2026 and operates with a compact adviser team. Its role as a wrap program sponsor and its routine, no‑charge public educational workshops are uncommon among peers and are highlighted features of its service model.
Client services
Expertise
Fee options
up to 1.50% annually, negotiable depending on account size and services
Account minimum: $50,000 for wrap fee program; otherwise, no minimum for portfolio management services Fee-only: Portfolio management asset-based fees up to 1.50% annually, negotiable; Financial planning and educational workshops are offered at no charge.
Main office
6580 W. 95th St, Suite 100
Overland Park KS 66212
Advisors at this office
2
Most active in
Colorado · Florida · Kansas · Missouri · New Hampshire · New York · North Carolina · Texas
Also doing business as
Glass Lakes Capital Management · Glass Lakes Capital Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
George D
Series 63, Series 66
Overland Park, KS
Glass Lakes Capital Management LLC
George Daimler is a financial advisor at Glass Lakes Capital Management LLC with eight years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Glass Lakes in 2026, Daimler worked at CFO Capital Management, LLC for seven years and held roles at United Planners' Financial Services of America and Cruice Investment Advisors, Ltd. Glass Lakes Capital Management serves individual and high-net-worth clients as well as charitable organizations, offering financial planning, portfolio management, and related services. The firm utilizes a Core + Satellite investment approach and operates a wrap fee program alongside no-cost public seminars on personal finance.
Joel H
CFP®, CFA®
Overland Park, KS
Glass Lakes Capital Management LLC
Joel Hamilton is a CFP® and CFA® with nine years of industry experience. He has been with Glass Lakes Capital Management LLC since 2017, following a year at Keen Wealth Advisors. Glass Lakes Capital Management serves individual and high-net-worth clients as well as charitable organizations, offering financial planning, portfolio management, and related implementation services. The firm uses a Core + Satellite allocation approach combining passive indexed core holdings with active satellite positions and provides complimentary educational seminars on personal finance and investing.
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