← Tributary

GLASSY MOUNTAIN ADVISORS, INC.

BETHESDA, MD · CRD 314937 · IAPD ↗ · glassymountainadvisors.com · (301) 541-8900

$369.8MRegulatory AUM
6Advisory reps
7Employees
0Clients
51-100Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — GLASSY MOUNTAIN ADVISORS, INC. reports 51-100 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
53
April 2025 — GLASSY MOUNTAIN ADVISORS, INC. added office(s): 2 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.