Glass Jacobson Investment Advisors, LLC
● SEC registered since 2004CRD 120141SEC# 801-62867Owings Mills, MD
Reg. AUM
$928M
Employees
9
Accounts
1,475
Location
Owings Mills, MD
Glass Jacobson Investment Advisors, LLC assets under management
Glass Jacobson Investment Advisors, LLC is an investment advisory firm registered with the SEC based in Owings Mills, MD. The firm has been registered since 2004. It reports $928 million in regulatory assets under management and employs 9 people.
Glass Jacobson Investment Advisors, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bart W Scheffel | Member | Under 5% | 2004 |
| Dovid Price | Member | Under 5% | 2024 |
| Edward Joel Jacobson Control | Managing Member | Under 5% | 2000 |
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Join to unlock · $37/moFrequently asked questions
How much does Glass Jacobson Investment Advisors, LLC manage?
Glass Jacobson Investment Advisors, LLC reports $928 million in regulatory assets under management on its Form ADV.
How many employees does Glass Jacobson Investment Advisors, LLC have?
Glass Jacobson Investment Advisors, LLC reports 9 employees.
Where is Glass Jacobson Investment Advisors, LLC located?
Glass Jacobson Investment Advisors, LLC is based in Owings Mills, MD and has been SEC-registered since 2004.
Does Glass Jacobson Investment Advisors, LLC disclose fund performance?
Glass Jacobson Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10055 Red Run Blvd, Suite 160, Owings Mills, MD 21117 |
| Phone | 443-384-6888 |
| Fax | 443-354-4870 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$928M▲ 3%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 34%
Larger than 66% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$928Mregulatory AUM
Discretionary $926.2MNon-discretionary $1.8M