OWINGS MILLS, MDCRD 120141Latest ADV March 16, 2026
Glass Jacobson Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Owings Mills, MD. Its latest Form ADV filing, dated March 16, 2026, reports $928M in regulatory assets under management, 9 employees, and 1,475 accounts.
Assets Under Management
$928M
Employees
9
Offices
--
Total Clients
504
Primary office
OWINGS MILLS, MD
10055 RED RUN BLVD, SUITE 160, OWINGS MILLS, MD, United States
Top client segmentIndividuals represent 69.4% of total clients.
Top client categories% of clientsClients
1
Individuals
69.4%
350
2
HNWI
30.0%
151
3
Pension Plans
0.4%
2
4
Charitable
0.2%
1
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$928Mas of March 16, 2026
Discretionary99.8%
$926M
100% of total RAUM99.8%
Non-discretionary0.2%
$2M
0% of total RAUM0.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$928M
Total Accounts1,475
10Y AUM Change+$527M (+131.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee56:1
10Y Employee Change-4 (-30.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.