Glassy Mountain Advisors, Inc.
Firm details
- Headquarters
- Bethesda, Maryland
- CRD number
- 314937
- Registered since
- June 14, 2021
- 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
FINTRXOverview
Glassy Mountain Advisors, Inc. is an independent, SEC-registered registered investment advisor (since 2021) owned by an individual and focused on serving individuals and families. The firm operates on a percentage-of-AUM fee model and concentrates on financial planning and discretionary portfolio management for individuals and small businesses. Glassy Mountain does not identify as an active ESG investor and does not operate as a capital allocator or pension consultant. The practice appears built around fee-based wealth management rather than proprietary fund management: its advisory activities are limited to planning and portfolio oversight rather than running separate pooled vehicles or offering related-adviser services.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities64%
- Public Funds/Mutual Funds31%
- Cash & Cash Equivalents5%
Contacts
3 of 6
Margaret Horsley
Relationship ManagerCRD 7288968
Jamie Bigsby
Senior Wealth AdvisorCRD 3276052
Michael Mcintyre
Portfolio Management AssociateCRD 6740607
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 38Active vs passive
$126M in ETFs
37%
$46.7M
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% |
Location
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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