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Gleneagles Group

Multifamily office listing in Atlanta, Georgia, United States.

  • SEC-registered
Headquarters
Atlanta, GA
Regulatory AUM
$3.1 billion
Employees
4
SEC CRD
312306

Gleneagles Group is a shared family office serving families of significant wealth across generations.1

Overview

Gleneagles Group coordinates specialized family office resources for client families, with capabilities spanning tax and estate planning, investment oversight, real estate and alternative investments, legal counsel, family governance, financial reporting, treasury management, and next-generation preparation.2

Gleneagles Investment Advisors, LLC is a Georgia limited liability company registered with the SEC and wholly owned by Gleneagles Group.3

History

The firm traces its origins to founder David Plyler’s experience running a single-family office in the 1990s. Gleneagles says its team has worked with wealthy families for more than 25 years.4

Leadership

David Plyler is Founder and Head of Tax Consulting. Stephen Riddell is CEO and General Counsel to Families. Wendy Rogers is Chief Family Officer, Rachael Durham is Chief Operating Officer, and Sophie Way is Chief Family Investment Officer and co-leads investment advisory services.5

Services

Gleneagles builds family teams that typically include five to seven specialists, such as a relationship manager, family CFO, accountant, tax manager, investment adviser, legal counsel, and bookkeeping personnel.6

Gleneagles Investment Advisors provides non-discretionary investment advisory and asset management services, including customized portfolios, employee option strategies, options trading, pooled vehicles, and third-party manager evaluation.7

What the firm offers

  • Investment management
  • Tax planning
  • Estate planning
  • Family governance and education
  • Administration and bill pay
  • Private and alternative investments

Client Focus

The firm organizes its family focus around transitional, enterprising, and generational families.8

Approach

Gleneagles describes its approach as customized and adaptable, beginning with each family’s aspirations, financial requirements, and risk preferences. Its shared-resource model provides specialized expertise and flexible staffing as client families’ needs change.9

Assets and Minimums

Gleneagles Investment Advisors, LLC is listed in the SEC Form ADV record under CRD 312306 and reports approximately $3.08 billion in regulatory assets under management as of its March 20, 2026 filing.10

The firm reports no minimum asset size but typically expects clients to have net worth of at least $30 million to $50 million within a near-term timeframe.7

By the numbers

Regulatory AUM by year$0K$848M$1.7B$2.5B$3.4B20212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 312306. As of .
Regulatory assets under management
YearRegulatory AUMDiscretionaryNon-discretionary
2021$126 million$0$126 million
2022$1.1 billion$19 million$1.1 billion
2023$2.0 billion$14 million$2.0 billion
2025$2.7 billion$10 million$2.7 billion
2026$3.1 billion$8 million$3.1 billion
Average AUM per client by year$0K$17M$33M$50M$66M20212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 312306. Regulatory AUM divided by the client count reported in Item 5D. Client types reported as fewer than 5 are not counted, so this is approximate. As of .
Average AUM per client
YearAverage AUM per client
2021$42 million
2022$34 million
2023$51 million
2025$53 million
2026$60 million
Clients by type (2026)High net worth individuals47Pooled investment vehicles4
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 312306. "<5" means the firm reported fewer than 5 clients of that type. As of .
Clients by type
Client typeClients (2026)
High net worth individuals47
Pooled investment vehicles4
Employees by year0235720212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 312306. As of .
Employees reported on Form ADV
YearEmployees
20216
20225
20235
20254
20264

Ranks #5 of 6 SEC-registered firms in GA on MultifamilyOffices.com by regulatory AUM.

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 312306. Ranking uses only firms profiled on MultifamilyOffices.com. As of .

FAQs

What is Gleneagles Group?

Gleneagles Group is a shared family office serving families of significant wealth across generations.1

What investment services does Gleneagles provide?

Through Gleneagles Investment Advisors, the firm provides non-discretionary investment advisory and asset management services, including customized portfolios, employee option strategies, options trading, pooled vehicles, and third-party manager evaluation.7

Who leads Gleneagles Group?

David Plyler is Founder and Head of Tax Consulting; Stephen Riddell is CEO and General Counsel to Families; Wendy Rogers is Chief Family Officer; Rachael Durham is Chief Operating Officer; and Sophie Way is Chief Family Investment Officer and co-leads investment advisory services.5

  • LocationMultifamily offices in Atlanta

    This Atlanta directory helps families compare firms that support investment management, tax planning, estate planning, and administration. It gives a regional starting point for a family seeking multigenerational guidance, family governance, education, or help with private and alternative investments.

  • Network siteEstatePlanner.com

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  • Network siteFamilyOffices.com

    FamilyOffices.com offers background and community resources for wealthy families and single family offices. Readers can use it to understand family office structures, compare administrative needs, and consider how investment management, education, bill pay, and private investments may fit together.

  • GuideThe annual MFO review

    The annual MFO review provides a way to examine developments and operating themes across the multifamily office sector. A prospective client can use it to frame questions about investment services, administration, family education, governance, and support for families with significant wealth.

  • Similar firmsThe Family Office at Synovus
    BT Family Office
    HB Wealth

    These profiles let readers compare Gleneagles Group with The Family Office at Synovus, BT Family Office, and HB Wealth. Reviewing each firm can clarify differences in investment management, estate and tax planning, administration, family governance, and the types of families or business owners served.

Sources

  9. https://gleneaglesgroup.com/about-us/

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.

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