Gleneagles Investment Advisors, LLC

Gleneagles Investment Advisors LLC, based in Atlanta, Georgia, was established in October 2020 and is a subsidiary of Gleneagles Group, providing investment advisory and asset management services. The firm offers non-discretionary investment management services tailored to individual clients' needs, including single stock portfolios, employee option strategies, and pooled investment vehicles. GIA manages client assets of approximately $9.8 million on a discretionary basis and $2.7 billion on a non-discretionary basis. The firm charges a minimum annual fee of $26,000, with fees based on assets under management at 35 basis points. GIA does not charge performance-based fees and does not engage in side-by-side management. Clients are ultra-high-net-worth families with an average net worth exceeding $200 million. GIA uses fundamental methods for capital market analysis and may invest in various securities, including equity, fixed income, and foreign securities, subject to associated risks. The firm does not have any disciplinary events to disclose and follows a Code of Ethics to manage conflicts of interest. GIA does not have discretion to vote client securities or provide proxy voting services. The firm does not require prepayment of fees and has no financial conditions impairing its ability to meet client commitments.