# Glen Eagle Advisors

Glen Eagle Advisors is a Bank / Wealth / Trust based in Kingston, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Kingston, United States
- **Region:** North America
- **Address:** Kingston, MA, United States
- **Founded:** 2002
- **Assets under management:** Undisclosed
- **Website:** gleneagleadv.com
- **LinkedIn:** https://www.linkedin.com/company/glen-eagle-advisors-llc

## Regulatory record

- **CRD number:** 282920
- **SEC file number:** 801-79298
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-02T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/282920

## About

Glen Eagle Advisors was established in 2002 by Michael J. Murray and is headquartered in Kingston, Massachusetts. The firm operates as a registered investment adviser, providing financial planning and portfolio management services to a client base concentrated in the South Shore region. Its service model is built around the traditional planning pillars — retirement income distribution, estate planning strategies, and tax-efficient portfolio construction — aimed at individuals, high-net-worth families, and closely held business entities. Glen Eagle's investment approach is rooted in portfolio construction using individual equities, bonds, and third-party managed products. Rather than manufacturing its own funds or chasing niche private-market allocations, the firm functions as a fiduciary gatekeeper, selecting and monitoring external investment vehicles. The geographic focus is overwhelmingly domestic, with clients tied to the economic life of southeastern Massachusetts. While specific portfolio holdings are not publicly disclosed, a firm of this type typically allocates across US large-cap equities, investment-grade fixed income, and cash-equivalent instruments. Publicly available data on the firm's scale is limited. The advisory team size and total assets under management are not disclosed in accessible filings. Glen Eagle does not operate satellite offices, and no adjacent vehicles — such as a philanthropic foundation or a separate private-equity arm — are known. The firm's web presence is minimal, listing core services without detailing personnel or capital figures. May 2024: The firm maintained its registration and public profile without any disclosed structural change, merger, or new product launch. Structurally, Glen Eagle differs from consolidator-backed RIAs in its apparent independence and single-location identity. There is no evidence of outside private-equity ownership, tuck-in acquisitions, or a multi-state expansion strategy. Its regulatory posture is a straightforward SEC-registered RIA without broker-dealer affiliation.

## Sectors

- Financial Services

## People

- Michael J. Murray — Founder & President

## Questions

### Is Glen Eagle Advisors a fiduciary?

Yes. Glen Eagle operates as a Registered Investment Adviser (RIA) governed by the Investment Advisers Act of 1940. As an RIA, the firm has a legal fiduciary duty to act in its clients' best interests, a structural distinction from broker-dealers who operate under a suitability standard. The firm does not maintain a separate broker-dealer affiliation, reinforcing a pure advisory posture.

### Does Glen Eagle Advisors participate in private-market or direct investments?

No known allocation to private markets, venture capital, or direct co-investments. The firm's disclosed strategy centers on traditional liquid public-market portfolio construction. As a local wealth-practice RIA, the focus is on individually managed equity and fixed-income accounts, alongside third-party mutual fund or ETF selection, not on sourcing private deals.

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Last updated: 2026-08-11T02:43:31.692Z

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