CRD: 314937
Glassy Mountain Advisors, Inc.
$369.8M Total AUM
$369.8M Disc. AUM
18.1% 3Y CAGR
7 Employees
127 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- HarborVector unison +more
- Established Date
- 06-14-2021
- Office Locations
- 4
Office Locations
7200 Wisconsin Avenue Suite 500 Bethesda MD
-- Arlington VA
-- Charlotte NC
About Glassy Mountain Advisors, Inc.
Glassy Mountain Advisors is an RIA focused on helping clients and their families build lasting legacies through financial planning and active investment management. The firm develops personalized, diversified portfolios—often using ETFs—to support goals like retirement, multigenerational education funding, and charitable giving. Custody relationships include Charles Schwab and Fidelity/NFS.
Team overview
45 AVG AGE
$61.6M AVG AUM / ADVISOR
$2.9M AVG AUM / CLIENT
3.2 yrs AVG TENURE
7 Employees
6 Advisory Reps
6 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Quantum focus Vital crest Glacier fusion Pioneer harbor Vertex bridge
Client Personas
Meridian
CRM
Foundation
Custodian
Quantum alpha Legacy glacier Pioneer element Pathway Delta focus
Fund Managers
Eagle
Investment Themes
Prime Atlas ridge
Investment Vehicles
Fusion pathway Vital optima
Platform
Value Beacon delta
Services
Value ember Insight focus Prime prime Alpha zenith Legacy Zenith harbor Atlas Vector pathway
Technology
Timber insight Peak Vital
Owner & Executives
R
ROSS JORDAN SMYTH JR
Chief Compliance Officer, President, Senior Wealth Advisor
- CRD
- #1881818
- Ownership
- 75% or more
(654) 230-7953
horizon.focus@capitalcapital.com
in linkedin.com/in/peak-frontier
Showing 1 of 1 owners & executives
Unlock allContacts
J
JAMIE LYNN BIGSBY
--
- CRD
- #3276052
(390) 201-8343
summit.matrix@meridiancapital.com
in linkedin.com/in/wave-catalyst
Brian Hawthorne-Codato
Portfolio Manager
- CRD
- #7423133
(806) 276-9332
peak.ember@capitalcapital.com
in linkedin.com/in/bridge-eagle
C
Capital oak
Vertex fusion legacy
- CRD
- #66732
(436) 627-9354
focus.north@wavecapital.com
in linkedin.com/in/harbor-atlas
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $369,770,799 | $1,123,923 |
| Non-Discretionary | $0 | -- |
| Total | $369,770,799 | $1,123,923 |
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Separately Managed Accounts
Total SMA Asset: $369,770,799
Equity - Exchange:
35.2% Public Funds:
36.8% Cash:
28.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,160,893,831 | 35.2% |
| Public Funds | $2,259,116,278 | 36.8% |
| Cash | $1,718,892,820 | 28.0% |
| Total | $6,138,902,929 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FRONTIER SIGNAL | WAVE SUMMIT | 785NFYCSE | ZCF | 7.75% | $55,301,509 |
| ZENITH EMBER EMBER | FUSION CATALYST | 09WTOOOHS | KFJHN | 9.00% | $43,618,152 |
| WAVE EAGLE RIDGE | ZENITH FUSION | 14AP9G22X | RMOPA | 1.20% | $41,110,366 |
| FOCUS VERTEX EMBER | QUANTUM TIMBER | HM8LK7ZZ9 | YYSN | 9.85% | $77,990,647 |
| GLACIER HORIZON WAVE | OPTIMA FOUNDATION | LP965M4SP | FGW | 2.86% | $65,177,281 |
| VECTOR QUANTUM FOUNDATION | UNISON PEAK | SVAUB8UVH | OOYKR | 6.42% | $30,413,841 |
| VALUE PATHWAY | ZENITH HARBOR | C063CAVYL | EANIO | 6.66% | $87,551,135 |
| VERTEX ATLAS HORIZON | BEACON SIGNAL | JXXU1DG1Z | RXFEY | 7.06% | $85,134,117 |