A complete list of active advisors currently associated with Glassy Mountain Advisors, Inc.

Warmer can help you find a great advisor at Glassy Mountain Advisors, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Glassy Mountain Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.