GLASS CITY CAPITAL MANAGEMENT, LLC

Overview

Glass City Capital Management, LLC is a small, discretionary wealth manager that focuses on direct equity exposure for individual and family clients. The firm runs portfolio management for individuals and small businesses and charges fees based on a percentage of assets under management. Filings show a clear preference for liquid, exchange-traded instruments as the primary building blocks of portfolios rather than commingled long-only mutual fund allocations or defined benefit consulting work. The adviser is not positioned as a multi-state or pension consultant and does not identify as an active ESG investor. The firm operates under an owner-driven structure (individual ownership) and conducts advisory activities through separately managed account relationships. Its client base is concentrated and limited in scale, which supports a hands-on, customized approach to portfolio construction and ongoing management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices