Glassy Mountain Advisors, Inc.

RIASEC Registered

Total AUM

$370M

Discretionary

$370M

100% of AUM

Avg account

$1.1M

Accounts

329

Employees

7

Advisory reps

6

Firm details

Headquarters: Bethesda, Maryland
CRD number: 314937
Registered since: June 14, 2021
Website: www.glassymountainadvisors.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI93.45%
Individuals6.55%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Glassy Mountain Advisors, Inc. is an independent, privately owned registered investment adviser that registered with the SEC in 2021. The firm operates on a percentage-of-AUM fee model and focuses its advisory work on individuals and families, providing financial planning and portfolio management for individual clients and small businesses. The firm is organized as a corporation with an individual owner and does not identify itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities66%
Public Funds/Mutual Funds30%
Cash & Cash Equivalents4%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 38

Active vs passive

$126M in ETFs

Passive

37%

$46.7M

Active

63%

$78.8M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
DIMENSIONAL WORLD EX US CORE EQUITY 2 ETF (DFAX)	Dimensional	Active	Foreign Large Blend	$25.8M	700,494	20.56%

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Primary office

Bethesda, MD

Montgomery

Location

Bethesda, MD

Headquartered in Bethesda, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area: Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region: South
County: Montgomery
Address: 7200 Wisconsin Ave
Time zone: ET (UTC-5)
Office locations

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