DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Former SEC-registered adviser

Glenmore Advisors, LLC

Former SEC-registered adviserAtlanta, GeorgiaCRD 152975SEC 801-71126IAPD
Latest filing Mar 31, 2014
First filing on the tape Mar 29, 2012 · 10 filings
RAUM
$125M
reported, Item 5.F
Discretionary
68%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
2
2 advisory (5.B.1)
Offices
n/a
beyond the principal office
Private funds
0
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$125M as of Mar 31, 2014
Mar 29, 2012$220M then
HNW client RAUM: no history
State-registered IARs (5.B.3)1 as of Mar 31, 2014
Mar 29, 20120 then
Employees (5.A)2 as of Mar 31, 2014
Mar 21, 20136 then
Private funds: no history
RAUM -44% over the last fiscal yearIARs 5 to 1
Practice profile
derived from the filing of Mar 31, 2014; every figure names its basis
RAUM per advisor
$125MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$4.8MderivedRAUM over accounts (5.F.2.f)
Discretionary
68%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
2.0derivedItem 5.A over advisors
Advisors per office
1.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
-44%derivedbetween the last two annual amendments
Advisor growth, one year
-80%derivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisersreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • has discretionary authority over which securities are bought or sold (8.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
26reported
Financial planning clients
1-10reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixedreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Joined, latest
Every departureEvery arrival
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • Avery Carl Benton · Evp And Director Of Business Developmentcontrol
    since 06/2012 · owns less than 5%
  • Jones William Debutts · Member (A/B Shares) Manager, Ceo And Ccocontrol
    since 03/2010 · owns 50% to 75%
  • Angelo Stephen Halkos · Member (A Shares) And Directorcontrol
    since 12/2011 · owns less than 5%
Entity owners
  • Sage II Investments, LLC · Member (A Shares) Manager
    direct · owns 50% to 75%
  • The Gleneagles Group, LLC · Member (A Shares)
    direct · owns 25% to 50%
Related persons
Schedule D 7.A
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
  • Employees · 3 to 2
    Feb 5, 2014 to Mar 31, 2014
  • Financial planning clients · 11-25 to 1-10
    Feb 5, 2014 to Mar 31, 2014
  • Discretionary RAUM · $77.0M to $84.4M
    Feb 5, 2014 to Mar 31, 2014
  • Non-discretionary RAUM · $40.0M to $40.3M
    Feb 5, 2014 to Mar 31, 2014
  • RAUM · $117M to $125M
    Feb 5, 2014 to Mar 31, 2014
  • Accounts · 28 to 26
    Jul 15, 2013 to Nov 7, 2013
  • Advisory employees · 3 to 2
    Jul 15, 2013 to Nov 7, 2013
  • Advisory activities · 5 to 4
    Jul 15, 2013 to Nov 7, 2013
  • Employees · 5 to 3
    Jul 15, 2013 to Nov 7, 2013
  • Financial planning clients · 26-50 to 11-25
    Jul 15, 2013 to Nov 7, 2013
  • State-registered IARs · 3 to 1
    Jul 15, 2013 to Nov 7, 2013
  • Discretionary RAUM · $118M to $77.0M
    Jul 15, 2013 to Nov 7, 2013
  • Non-discretionary RAUM · $106M to $40.0M
    Jul 15, 2013 to Nov 7, 2013
  • RAUM · $224M to $117M
    Jul 15, 2013 to Nov 7, 2013
  • Advisory employees · 5 to 3
    May 24, 2013 to Jul 15, 2013
  • Employees · 6 to 5
    May 24, 2013 to Jul 15, 2013
  • State-registered IARs · 5 to 3
    May 24, 2013 to Jul 15, 2013
  • Accounts · 27 to 28
    Nov 19, 2012 to Mar 21, 2013
  • Discretionary RAUM · $126M to $118M
    Nov 19, 2012 to Mar 21, 2013
  • Non-discretionary RAUM · $94.5M to $106M
    Nov 19, 2012 to Mar 21, 2013
  • RAUM · $220M to $224M
    Nov 19, 2012 to Mar 21, 2013
  • Advisory employees · unset to 5.0
    Jul 23, 2012 to Nov 19, 2012
  • Employees · unset to 6.0
    Jul 23, 2012 to Nov 19, 2012
  • State-registered IARs · 0 to 5
    Jul 23, 2012 to Nov 19, 2012
  • Accounts · 23 to 27
    Jul 16, 2012 to Jul 23, 2012
  • Financial planning clients · 11-25 to 26-50
    Jul 16, 2012 to Jul 23, 2012
  • Discretionary RAUM · $171M to $126M
    Jul 16, 2012 to Jul 23, 2012
  • Non-discretionary RAUM · $49.0M to $94.5M
    Jul 16, 2012 to Jul 23, 2012
  • RAUM · $220M to $220M
    Jul 16, 2012 to Jul 23, 2012
Signals
No event on the tape.
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
Provenance
Form ADV
SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors
IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class
Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
RAUM per advisor
n/aderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026