Data / Investment advisers / New Hampshire / Glenwood Investment Group, LLC
Glenwood Investment Group, LLC, Manchester, NH: $199 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Glenwood Investment Group, LLC is an SEC registered investment adviser with its main office in Manchester, New Hampshire and reports $199 million in regulatory assets under management in its Form ADV filed March 6, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Glenwood Investment Group, LLC (CRD number 132950): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 132950
- SEC file number
- 801-121991
- SEC status
- Approved, effective October 8, 2021
- Main office
- 814 Elm Street Suite 503, Manchester, NH 03101
- Phone
- (603) 606-3391
- Website
- glenwoodinvestmentgroupfacebook.com
- Regulatory AUM
- $199,426,399 in the Form ADV filed March 6, 2026
- Discretionary AUM
- $192,259,561
- Non discretionary AUM
- $7,166,838
- Accounts
- 372
- Employees
- 4, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 4
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 6, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 51 | $104.8 million |
| Individuals (other than high net worth individuals) | 319 | $94.3 million |
| Charitable organizations | 2 | $307,268 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $199.4 million | March 6, 2026 |
| December 1, 2025 | $170.6 million | March 7, 2025 |
Other advisers in New Hampshire
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Loudon Investment Management, LLC | West Lebanon | $231.8 million | Not listed | adviserinfo.sec.gov |
| Valpey Financial Services LLC | Concord | $226 million | Not listed | adviserinfo.sec.gov |
| Hager Investment Management Services, LLC | New London | $221.6 million | Not listed | adviserinfo.sec.gov |
| Ledgewood Wealth Advisors, LLC | Exeter | $216.8 million | Not listed | adviserinfo.sec.gov |
| Fairscale Capital, LLC | Nashua | $207.8 million | Not listed | adviserinfo.sec.gov |
| Davis Wealth Advisors | Salem | $197.1 million | Not listed | adviserinfo.sec.gov |
| Apex Wealth Management, LLC | Bedford | $191.1 million | Not listed | adviserinfo.sec.gov |
| Secure Planning | Portsmouth | $187 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New Hampshire
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Glenwood Investment Group, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.