Gladstone Institutional Advisory LLC
● SEC registered since 2015CRD 250787SEC# 801-101532Palm Beach Gardens, FL
Reg. AUM
$5.68B
Employees
186
Accounts
18,794
Location
Palm Beach Gardens, FL
Gladstone Institutional Advisory LLC assets under management
Gladstone Institutional Advisory LLC is a registered investment adviser overseen by the SEC based in Palm Beach Gardens, FL. The firm has been registered since 2015. It reports $5.7 billion in regulatory assets under management and employs 186 people.
Gladstone Institutional Advisory LLC owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Allen Osby Control | Chief Investment Officer | Under 5% | 2025 |
| Evan Lasse Baldwin Control | Chief Compliance Officer | Under 5% | 2025 |
| Integrity Wealth, LLC. Control | Member | Over 75% | 2024 |
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Gladstone Institutional Advisory LLC manage?
Gladstone Institutional Advisory LLC reports $5.7 billion in regulatory assets under management on its Form ADV.
How many employees does Gladstone Institutional Advisory LLC have?
Gladstone Institutional Advisory LLC reports 186 employees.
Where is Gladstone Institutional Advisory LLC located?
Gladstone Institutional Advisory LLC is based in Palm Beach Gardens, FL and has been SEC-registered since 2015.
Does Gladstone Institutional Advisory LLC disclose fund performance?
Gladstone Institutional Advisory LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2000 Pga Blvd., Suite 4440, Palm Beach Gardens, FL 33408 |
| Phone | (908)-719-1313 |
| Fax | (908)-719-1331 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1766530 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$5.68B▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 12%
Larger than 88% of 16,271 advisers
EmployeesTop 4%
More than 96% of 16,825 advisers
Assets under management
$5.68Bregulatory AUM
Discretionary $5.67BNon-discretionary $15.8M