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- Custodian
- Fidelity/NFS · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Pioneer
- Established Date
- 10-01-1996
- Office Locations
- 1
Office Locations
About Glass Wealth Management Co., LLC
Glass Wealth Management Co., LLC (San Antonio, TX) is an independently owned investment firm founded in 1988 serving high-net-worth individuals and families, often across generations. The six-person team builds diversified, long-term portfolios focused on knowing what’s owned and why—favoring direct investments and limiting financial products. Uses independent custodians (e.g., Fidelity/NFS, Vanguard); trades with client-approved authority only and does not take possession of client assets.
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Owner & Executives
CHRISTOPHER SMYTH WILDE
Chief Financial Officer, President, Vice President
- CRD
- #5844082
- Ownership
- 50% but less than 75%
DAVID DOWLING HORNBERGER
Chief Executive Officer, Chief Investment Officer, Vice President
- CRD
- #6199735
- Ownership
- Less than 5%
Unison ridge
Catalyst optima vital
- CRD
- #56550
- Ownership
- 32.7%
Showing 2 of 3 owners & executives
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Campbell Cobb Seay
Investment Analyst
- CRD
- #7971594
STEPHEN BRENT WILDE
President
- CRD
- #466833
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $311,888,246 | $852,154 |
| Non-Discretionary | $31,253 | $31,253 |
| Total | $311,919,499 | $849,917 |
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Separately Managed Accounts
Total SMA Asset: $311,919,499
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $964,503,354 | 23.1% |
| Municipal Bonds | $647,177,575 | 15.5% |
| U.S. Government/Agency | $1,018,782,763 | 24.4% |
| Corporate - Investment Grade | $805,840,464 | 19.3% |
| Cash | $254,695,691 | 6.1% |
| Public Funds | $484,339,346 | 11.6% |
| Total | $4,175,339,193 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HARBOR WAVE | ATLAS VITAL | LTNR29VUK | BUQ | 9.62% | $51,426,566 |
| VERTEX RADIAL BRIDGE | NORTH CATALYST | HMZG26LIG | JQJ | 2.66% | $73,881,246 |
| FRONTIER MOMENTUM | VALUE HORIZON | EMHK1CD9T | UIE | 5.26% | $58,794,518 |
| VERTEX CAPITAL MERIDIAN | PEAK HORIZON | KQWHTL7KE | JIVC | 9.42% | $100,675,134 |
| EMBER HORIZON VERTEX | PRIME GLACIER | NGGVE2BIU | EBRA | 8.68% | $46,279,211 |
| PATHWAY SIGNAL | MATRIX GLACIER | 70ISLLERB | HAONO | 1.79% | $22,761,906 |
| OPTIMA VECTOR | CAPITAL MATRIX | 9UIZZMIEA | DMN | 5.23% | $90,562,629 |
| CAPITAL MOMENTUM | HARBOR NORTH | IPKG1OCD2 | TGKC | 1.43% | $115,900,350 |