Glassy Mountain Advisors, Inc.

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Client assets under management

$369,770,799

Clients

127

66% high-net-worth

Advisors

of 7 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

Very Low

Average account size

$2,911,581

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

Financial planning Portfolio management

Expertise

Active portfolio management ESG / Sustainable investing Income planning Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)

Fee options

Percentage

$0 - $5,000,000: 1.00% annually $5,000,001 - $10,000,000: 0.75% annually $10,000,001+: 0.60% annually

Other

Account minimum: $1,000,000

Main office location

Glassy Mountain Advisors, Inc.

7200 Wisconsin Avenue, Suite 500

Bethesda MD 20814, United States

Number of offices

Most active in

Colorado · District of Columbia · Florida · Maryland · New York · North Carolina · Virginia

Disclosures

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn X Website (301) 541-8900

Advisors at this firm

Brian H

CFA®

Bethesda, MD

Glassy Mountain Advisors, Inc.

Brian Hawthorne Codato is a CFA® charterholder with four 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 wealth management to individual and institutional clients, focusing on high-net-worth individuals through discretionary investment management combined with integrated financial planning at no additional charge to investment clients. The firm follows a value-oriented, fundamentals-based approach and manages customized equity and income portfolios, also offering ESG-focused and fund-only options.

Active portfolio management ESG / Sustainable investing Income planning Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)

Margaret H

CFP®, Series 63

Bethesda, MD

Glassy Mountain Advisors, Inc.

Margaret Horsley is a CFP® with four years of industry experience, currently serving as a financial advisor at Glassy Mountain Advisors, Inc. She previously worked at Northwestern Mutual Wealth Management Services and The Vanguard Group. 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 services. The firm employs a value-oriented, fundamentals-based investment approach and offers customized portfolios alongside ESG-focused options.

Active portfolio management ESG / Sustainable investing Income planning Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)

Jamie B

CFP®, Series 63, Series 66

Charlotte, NC

Glassy Mountain Advisors, Inc.

Jamie Bigsby is a CFP® with 22 years of experience in the financial industry. He currently works at Glassy Mountain Advisors, Inc. and previously held roles at PNC and The Vanguard Group, Inc. Outside of finance, Jamie owns SouthPark Mahjong, a business focused on mahjong instruction, event planning, and design. Glassy Mountain Advisors provides wealth management services primarily to high-net-worth individuals and institutions, using a value-oriented, fundamentals-based investment approach with discretionary portfolio management and integrated financial planning offered at no extra cost to clients.

Active portfolio management ESG / Sustainable investing Income planning Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)

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.

Active portfolio management ESG / Sustainable investing Income planning Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)

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.

Active portfolio management ESG / Sustainable investing Income planning Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)

Ross S

CFA®, Series 63

Bethesda, MD

Glassy Mountain Advisors, Inc.

Ross Smyth Jr. is a CFA® charterholder with 19 years of industry experience. He has been with Glassy Mountain Wealth Advisors, Inc. since 2021 and previously worked at Edgemoor Investment Advisors, Inc. for 16 years. Smyth holds a Series 63 license and is based in Brevard, NC. Glassy Mountain Advisors provides wealth management services to individual and institutional clients, focusing on high-net-worth individuals. The firm employs a value-oriented, fundamentals-based investment approach and offers discretionary investment management alongside integrated financial planning at no additional charge to clients.

Active portfolio management ESG / Sustainable investing Income planning Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)

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