Glassy Mountain Advisors, Inc.
● SEC registered since 2021CRD 314937SEC# 801-121469Bethesda, MD
Reg. AUM
$369.8M
Employees
7
Accounts
329
Location
Bethesda, MD
Glassy Mountain Advisors, Inc. assets under management
Glassy Mountain Advisors, Inc. is an investment advisory firm registered with the SEC based in Bethesda, MD. The firm has been registered since 2021. It reports $369.8 million in regulatory assets under management and employs 7 people.
Glassy Mountain Advisors, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ross Jordan Smyth Control | President, Senior Wealth Advisor, Cco | Over 75% | 2021 |
Frequently asked questions
How much does Glassy Mountain Advisors, Inc. manage?
Glassy Mountain Advisors, Inc. reports $369.8 million in regulatory assets under management on its Form ADV.
How many employees does Glassy Mountain Advisors, Inc. have?
Glassy Mountain Advisors, Inc. reports 7 employees.
Where is Glassy Mountain Advisors, Inc. located?
Glassy Mountain Advisors, Inc. is based in Bethesda, MD and has been SEC-registered since 2021.
Does Glassy Mountain Advisors, Inc. disclose fund performance?
Glassy Mountain Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7200 Wisconsin Avenue, Suite 500, Bethesda, MD 20814 |
| Phone | (301) 541-8900 |
| Fax | (240) 235-7443 |
| Office hours | By Appt. Only |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$369.8M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$369.8Mregulatory AUM
Discretionary $369.8M