Glassy Mountain Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Glassy Mountain Advisors provides personalized wealth management and financial planning to individual clients (including high‑net‑worth individuals) as well as institutional clients such as corporations, trusts, estates, non‑profits, endowments, and foundations. The firm manages approximately $370 million across about 127 client relationships, typically on a discretionary basis, and generally requires a $1,000,000 account minimum while offering fund‑only portfolios for smaller accounts.
Investment selection is driven by a value‑oriented, fundamental analysis process and portfolios commonly include individual equities, mutual funds, and ETFs; equity portfolios are typically 30–35 holdings while income portfolios generally consist of 10–15 positions held with a long‑term bias to limit taxes and turnover. Glassy Mountain provides financial planning to clients at no additional charge, may manage held‑away retirement accounts using third‑party order management when necessary, and acts as a fiduciary for retirement accounts as required by law.
Notably, the firm operates from nine offices, a broader physical footprint than is typical for comparable team firms. It also uses Institutional Shareholder Services to vote proxies and to assist with class‑action recoveries (with ISS receiving 17% of any settlement awarded to clients), and it does not provide standalone financial planning services to non‑clients.
Client services
Expertise
Fee options
$0 - $5,000,000: 1.00% annually $5,000,001 - $10,000,000: 0.75% annually $10,000,001+: 0.60% annually
Account minimum: $1,000,000
Main office
See office7200 Wisconsin Avenue, Suite 500
Bethesda MD 20814
Advisors at this office
5
Offices (2)
Most active in
Colorado · District of Columbia · Florida · Maryland · New York · North Carolina · Texas · Virginia
Also doing business as
Glassy Mountain Advisors, Inc. · Glassy Mountain Wealth Advisors, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Brian H
CFA®
Bethesda, MD
Glassy Mountain Advisors, Inc.
Brian Hawthorne Codato is a CFA® charterholder with five years of industry experience. He has worked at Glassy Mountain Advisors, Inc. since 2021 and previously held roles at Cherry Bekaert LLP and CTS Capital Advisors. Glassy Mountain Advisors provides personalized wealth management and financial planning to individual and institutional clients, managing approximately $370 million across about 127 relationships. The firm uses a value-oriented, fundamental analysis approach and typically maintains diversified portfolios with a long-term investment horizon.
Margaret H
CFP®, Series 63
Bethesda, MD
Glassy Mountain Advisors, Inc.
Margaret Horsley is a CFP® and holds a Series 63 license with four years of industry experience. She currently works at Glassy Mountain Advisors, Inc., where she has been employed since 2023, and previously worked at Northwestern Mutual Wealth Management Services and The Vanguard Group. Glassy Mountain Advisors provides personalized wealth management and financial planning to individual and institutional clients, managing approximately $370 million across 127 client relationships. The firm employs a value-oriented investment process and typically requires a $1,000,000 account minimum while offering fund-only portfolios for smaller accounts.
Jamie B
CFP®, Series 63, Series 66
Charlotte, NC
Glassy Mountain Advisors, Inc.
Jamie Bigsby is a CFP® with 23 years of industry experience, currently serving at Glassy Mountain Advisors, Inc. in Charlotte, NC. Prior to joining Glassy Mountain Advisors in 2026, Jamie worked at PNC, Vanguard, Wells Fargo Clearing, and UBS Financial Services. Outside of financial advising, Jamie owns and operates SouthPark Mahjong, a business focused on mahjong instruction, event planning, and design. Glassy Mountain Advisors provides wealth management and financial planning services to individual and institutional clients, managing approximately $370 million across about 127 client relationships with a value-oriented investment approach.
William M
CFP®, Series 65
Bethesda, MD
Glassy Mountain Advisors, Inc.
William Mc Caffrey is a CFP® and Series 65-licensed advisor with three years of industry experience. He has worked at Glassy Mountain Advisors since 2022 and previously at AIM Advisors. Prior to his financial advisory career, he was employed at Virginia Tech and Landmark Reclamation Co. Glassy Mountain Advisors provides wealth management to individual and institutional clients, focusing on high-net-worth individuals with discretionary investment management and integrated financial planning. The firm employs a value-oriented, fundamentals-based investment approach and offers customized portfolios including ESG-focused options.
Michael M
CFA®
Bethesda, MD
Glassy Mountain Advisors, Inc.
Michael Mcintyre is a CFA® charterholder with three years of industry experience. He has worked at Glassy Mountain Advisors since 2022 and previously held roles at Proshares Advisors, T. Rowe Price, and Morgan Stanley. Glassy Mountain Advisors provides wealth management services primarily to high-net-worth individuals and institutional clients, combining discretionary investment management with integrated financial planning. The firm uses a value-oriented, fundamentals-based approach to build diversified equity and income portfolios and offers customized asset allocation, including ESG-focused options.
Ross S
CFA®, Series 63
Bethesda, MD
Glassy Mountain Advisors, Inc.
Ross Smyth Jr. is a CFA® charterholder with 20 years of industry experience. He is currently with Glassy Mountain Advisors, Inc., where he has worked since 2021, following a 16-year tenure at Edgemoor Investment Advisors, Inc. He holds a Series 63 license and is based in Bethesda, MD. Glassy Mountain Advisors provides wealth management and financial planning services to individual and institutional clients, managing approximately $370 million across about 127 client relationships. The firm employs a value-oriented, fundamental analysis investment approach and offers discretionary portfolio management along with financial planning at no additional charge.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)