Glass Jacobson Wealth Advisors
Owings Mills, MD·SEC-registered · CRD #120141
Glass Jacobson Wealth Advisors is an SEC-registered investment advisory firm in Owings Mills, MD managing $928M across 1.5k client accounts, with 9 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$928M
Client accounts
1.5k
Advisory staff
9
Fee model
Fee-based
How Glass Jacobson Wealth Advisors is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Glass Jacobson Wealth Advisors
How much does Glass Jacobson Wealth Advisors manage?
Per its most recent SEC Form ADV filing (03/16/2026), Glass Jacobson Wealth Advisors reports $928M in regulatory assets under management across roughly 1.5k client accounts.
How does Glass Jacobson Wealth Advisors charge?
Glass Jacobson Wealth Advisors is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Glass Jacobson Wealth Advisors a fiduciary?
Yes. Glass Jacobson Wealth Advisors is registered with the U.S. Securities and Exchange Commission (CRD #120141), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Glass Jacobson Wealth Advisors taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Glass Jacobson Wealth Advisors and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Glass Jacobson Wealth Advisors's public SEC Form ADV filing (CRD #120141, filed 03/16/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Glass Jacobson Wealth Advisors. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Glass Jacobson Wealth Advisors? Claim this profile.