A complete list of active advisors currently associated with Glynn Capital Advisors

Warmer can help you find a great advisor at Glynn Capital Advisors or one who fits your needs even better.

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.

To learn more about the advisors currently working at Glynn Capital Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.