CRD: 297327
Glass City Capital Management, LLC
Maumee, OH, 43537
4197873222
$5.9M Total AUM
$5.9M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
7 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-14-2018
- Office Locations
- 1
Office Locations
1715 Indian Wood Circle Suite 200 Maumee OH
About Glass City Capital Management, LLC
Glass City Capital Management, LLC is a Maumee-based RIA. The firm has been operating for 7 years. Managing $5.9M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers. Services offered include Insurance.
Team overview
-- AVG AGE
$5.9M AVG AUM / ADVISOR
$455.5K AVG AUM / CLIENT
7.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Eagle glacier Timber
Client Personas
Oak
Investment Themes
Atlas
Investment Vehicles
Peak ridge
Services
Wave foundation
Owner & Executives
C
Chad Michael Clay
Chief Compliance Officer, Founder, Managing Member
- CRD
- #6973099
- Ownership
- 75% or more
(524) 855-4396
capital.quantum@horizoncapital.com
in linkedin.com/in/beacon-legacy
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,921,262 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,921,262 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,921,262
Equity - Exchange:
56.7% Cash:
43.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,500,533,940 | 56.7% |
| Cash | $2,673,247,259 | 43.3% |
| Total | $6,173,781,199 | 100.0% |