GLASSY MOUNTAIN ADVISORS, INC.
SEC RegisteredHelping families create their own special memories and achieve financial confidence.
About the firm
Glassy Mountain Advisors is committed to helping families create their own special memories and achieve financial confidence. The firm takes a personal approach to financial planning and investment management, building plans around clients' goals and how they want to work with the firm. They consider their clients family and are fully committed to principles of personal service, trust, and availability.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, investment management, and retirement planning. Investment management includes focused and diversified equities portfolios, a broad income strategy, tax efficiency strategies, and funds-only options. Financial planning involves detailed discovery and exploration to create a personalized financial plan.
Who they serve
Business owners and executives, professionals, and their families, before and during retirement.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 43 | $24M |
| High Net Worth Individuals | 84 | $346M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $5,000,000 | 1.00% |
| Next $5,000,000 | 0.75% |
| Above $10,000,000 | 0.60% |
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. GLASSY MOUNTAIN ADVISORS, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.