CRD: 120141
Glass Jacobson Wealth Advisors
$928.0M Total AUM
$926.2M Disc. AUM
6.6% 3Y CAGR
9 Employees
562 ADV. Clients
26 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- PeakMomentum north +more
- Established Date
- 01-01-2000
- Office Locations
- 5
Office Locations
10055 RED RUN Blvd Suite 160 Owings Mills MD
10711 RED RUN Blvd, Suite 101 Owings Mills MD
1901 Research Boulevard Suite 300 Rockville MD
About Glass Jacobson Wealth Advisors
Glass Jacobson Wealth Advisors is a Maryland-based, full-service wealth management firm combining investment management with comprehensive financial planning. Its team includes CPAs, investment analysts, and planners, supporting clients such as business owners and entrepreneurs with tax planning, estate and retirement strategies, and portfolio construction using mutual funds, ETFs, fixed income, and select alternatives. Custody commonly via Schwab and Fidelity; many relationships span decades.
Team overview
53 AVG AGE
$103.1M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
14.9 yrs AVG TENURE
9 Employees
9 Advisory Reps
9 RIA Reps
26yrs Firm Age
Insights
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Asset Classes
Catalyst element Vector Oak capital Optima ember Vector Foundation Catalyst
Client Personas
Pathway Eagle Catalyst catalyst
Custodian
Vector Pathway zenith Optima atlas
Investment Themes
Quantum Zenith frontier Glacier Bridge
Investment Vehicles
North glacier
Platform
Quantum element Atlas fusion Atlas element
Services
Focus capital Glacier Crest Catalyst Unison Ember vector Beacon Beacon element Capital Insight
Technology
Glacier pathway Element pioneer Legacy
Owner & Executives
S
STEVEN GLENN ALBERT
Principal
- CRD
- #5117252
- Ownership
- Less than 5%
(220) 498-1898
optima.pathway@oakcapital.com
in linkedin.com/in/horizon-signal
M
MICHAEL WAYNE COHEN
Managing Member
- CRD
- #2828880
- Ownership
- Less than 5%
(853) 953-2242
radial.delta@bridgecapital.com
in linkedin.com/in/prime-pathway
P
Peak oak
Element wave
- CRD
- #49849
- Ownership
- 38.1%
(214) 855-8478
fusion.element@unisoncapital.com
in linkedin.com/in/ridge-vital
Showing 2 of 8 owners & executives
Unlock allContacts
G
GEORGE THOMAS INGRAM III
Wealth Advisor
- CRD
- #5017791
(265) 523-9843
eagle.north@unisoncapital.com
in linkedin.com/in/delta-optima
Joseph McCarthy
Wealth Advisor
- CRD
- #6392224
(637) 865-9040
catalyst.momentum@vitalcapital.com
in linkedin.com/in/timber-unison
M
Meridian vital
Signal wave fusion
- CRD
- #38959
(461) 731-3878
bridge.zenith@peakcapital.com
in linkedin.com/in/legacy-quantum
Showing 2 of 14 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $926,199,273 | $630,496 |
| Non-Discretionary | $1,811,083 | $301,847 |
| Total | $928,010,356 | $629,160 |
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Separately Managed Accounts
Total SMA Asset: $928,010,356
Public Funds:
22.0% Cash:
9.9% U.S. Government/Agency:
13.6% Equity - Exchange:
18.9% Other:
21.4% Corporate - Investment Grade:
14.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $267,651,219 | 22.0% |
| Cash | $120,443,048 | 9.9% |
| U.S. Government/Agency | $165,457,117 | 13.6% |
| Equity - Exchange | $229,936,729 | 18.9% |
| Other | $260,351,640 | 21.4% |
| Corporate - Investment Grade | $172,756,696 | 14.2% |
| Total | $1,216,596,449 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PIONEER ZENITH INSIGHT | CATALYST VITAL | VFEP96QZV | GGMBE | 7.60% | $108,170,332 |
| FUSION ELEMENT ATLAS | FOUNDATION SUMMIT | 039J2B5FR | DXG | 2.34% | $86,295,803 |
| QUANTUM PATHWAY FOCUS | TIMBER ALPHA | Q2KZEAG9B | AYIEN | 6.48% | $109,483,142 |
| OAK VITAL | NORTH MERIDIAN | SKU320BNB | WYE | 3.39% | $13,079,924 |
| QUANTUM NORTH BRIDGE | VERTEX ZENITH | FCM2N4FL0 | DVTC | 1.71% | $58,249,907 |
| ELEMENT EAGLE | MOMENTUM RIDGE | I85QG2WZF | MYJYE | 4.21% | $54,248,990 |
| PATHWAY BEACON LEGACY | UNISON HORIZON | QIMUDVHR0 | AIQBG | 5.93% | $69,344,367 |
| DELTA ATLAS | RADIAL DELTA | 3QI4R1PVN | JZOVM | 12.49% | $83,539,967 |