Data / Investment advisers / Maryland / Glass Jacobson Wealth Advisors
Glass Jacobson Wealth Advisors, Owings Mills, MD: $928 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Glass Jacobson Wealth Advisors is an SEC registered investment adviser with its main office in Owings Mills, Maryland and reports $928 million in regulatory assets under management in its Form ADV filed March 16, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Glass Jacobson Wealth Advisors (CRD number 120141): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 120141
- SEC file number
- 801-62867
- SEC status
- Approved, effective March 12, 2004
- Legal name
- Glass Jacobson Investment Advisors, LLC
- Main office
- 10055 Red Run Blvd Suite 160, Owings Mills, MD 21117
- Phone
- (443) 384-6888
- Website
- google.com
- Regulatory AUM
- $928,010,356 in the Form ADV filed March 16, 2026
- Discretionary AUM
- $926,199,273
- Non discretionary AUM
- $1,811,083
- Accounts
- 1,475
- Employees
- 9, of which 9 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, other fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 16, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 151 | $640 million |
| Individuals (other than high net worth individuals) | 350 | $285.8 million |
| Pension and profit sharing plans | 2 | $2 million |
| Charitable organizations | 1 | $269,452 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $928 million | March 16, 2026 |
| December 1, 2025 | $904.1 million | May 1, 2025 |
Other advisers in Maryland
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| The Kelly Group | Bel Air | $1.13 billion | Not listed | adviserinfo.sec.gov |
| Financial Consulate | Hunt Valley | $1.10 billion | Not listed | adviserinfo.sec.gov |
| Red Oak Financial Group | Towson | $1.04 billion | Not listed | adviserinfo.sec.gov |
| Corbyn Investment Management Inc | Lutherville | $1.01 billion | Not listed | adviserinfo.sec.gov |
| Lafayette Investments, Inc. | Ashton | $942.8 million | Not listed | adviserinfo.sec.gov |
| Warner Financial, Inc | Bethesda | $851.8 million | Not listed | adviserinfo.sec.gov |
| Fsa Wealth Partners | Rockville | $819.7 million | Not listed | adviserinfo.sec.gov |
| The L. Warner Companies, Inc | Timonium | $802.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Maryland
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Glass Jacobson Wealth Advisors on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.