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SANDGLASS CAPITAL ADVISORS LLC

NEW YORK, NY · CRD 299418 · IAPD ↗ · sandglasscapital.com · 646-780-1102

$873.7MRegulatory AUM
16Advisory reps
16Employees
1Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

49
April 2026 — SANDGLASS CAPITAL ADVISORS LLC reported RAUM up 31% ($669.4M -> $873.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2025 — SANDGLASS CAPITAL ADVISORS LLC crossed $500M in regulatory AUM ($414.4M -> $669.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
56
April 2025 — SANDGLASS CAPITAL ADVISORS LLC grew from 12 to 15 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2024 — SANDGLASS CAPITAL ADVISORS LLC grew from 10 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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