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GLASSBEAD CAPITAL MANAGEMENT LLC

MIAMI BEACH, FL · CRD 298816 · IAPD ↗ · glassbeadcm.com · (917) 251-4419

$138.0MRegulatory AUM
1Advisory reps
3Employees
0Clients
0Planning clients
2Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
July 2026 — GLASSBEAD CAPITAL MANAGEMENT LLC (MIAMI BEACH, FL) is newly SEC-registered with $140.3M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.