Glass City Capital Management, LLC
Firm details
- Headquarters
- Maumee, Ohio
- CRD number
- 297327
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals59.38%
- HNWI40.62%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Glass City Capital Management, LLC is an independent, owner-operated registered investment adviser organized as a limited liability company that provides fee-based portfolio management primarily for individual and family clients and small businesses. The firm charges fees as a percentage of assets under management and focuses on discretionary management rather than consulting or pension work. Its filings indicate it does not position itself as an ESG-focused manager, it is not a multi-state adviser, and it does not identify as a capital allocator or related adviser. The firm’s advisory activity is concentrated on direct portfolio management for individual and small business clients, implying a hands-on, client-level investment approach rather than wholesale or institutional distribution.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities99%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Chad Clay
FounderCRD 6973099
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Maumee, OH
Lucas
Location
Maumee, OH
Headquartered in Maumee, OH, anchoring the Toledo-Findlay-Tiffin, OH metro in the Midwest.
- Metro area
- Toledo-Findlay-Tiffin, OH
- Region
- Midwest
- County
- Lucas
- Address
- 1715 Indian Wood Cir
- Time zone
- ET (UTC-5)
- Office locations
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