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 registered investment adviser that entered SEC registration in 2021 and is owned by an individual. The firm serves primarily individuals and families, charging fees based on a percentage of assets under management. Its advisory scope centers on financial planning and discretionary portfolio management for individuals and small businesses. Per its filings, the firm does not position itself as an ESG-focused investor, does not operate as a capital allocator, and reports no multi-state adviser designation.
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 6Margaret 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 39Active vs passive
$117M in ETFs
38%
$44M
62%
$73.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL WORLD EX US CORE EQUITY 2 ETF (DFAX) | Dimensional | Active | Foreign Large Blend | $24.8M | 730,621 | 21.19% |
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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