Glass Jacobson Investment Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, divorce planning, education planning, estate planning, and insurance. Financial planning was provided to 51–100 clients last fiscal year.
Glass Jacobson Investment Advisors reports 504 clients. They include 350 individual clients, 151 high-net-worth individuals, and 2 pension and profit-sharing plans. Of its assets, 99.8% ($926M across 1,469 accounts) are managed with discretion; $1.81M across 6 accounts are not. It advised 58 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 69% | 31% |
| High-net-worth individuals | 30% | 69% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 350 | $286M | 30.8% | $816K |
| High-net-worth individuals | 151 | $640M | 69.0% | $4.24M |
| Pension and profit-sharing plans | Fewer than 5 | $1.97M | 0.2% | $983K |
| Charitable organizations | Fewer than 5 | $269K | 0.0% | $269K |
| Total | 504 | $928M | 100% | — |
- Clients
- 350
- Regulatory AUM
- $286M
- AUM share
- 30.8%
- Avg. per client
- $816K
- Clients
- 151
- Regulatory AUM
- $640M
- AUM share
- 69.0%
- Avg. per client
- $4.24M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.97M
- AUM share
- 0.2%
- Avg. per client
- $983K
- Clients
- Fewer than 5
- Regulatory AUM
- $269K
- AUM share
- 0.0%
- Avg. per client
- $269K
Total
- Clients
- 504
- Regulatory AUM
- $928M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 58
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Glass Jacobson Investment Advisors is paid through a percentage of assets under management, hourly charges, fixed fees (other than subscription fees) and other compensation. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Fixed fee of $1,000 to $25,000 for financial or estate planning, with an optional annual or ongoing planning maintenance fee billed quarterly in advance.
- Retirement Plan Consulting
- Plan fees are a percentage of plan assets, from 0.75% down to 0.45% by plan size, plus a $2,500 set-up charge for a new retirement plan.
Mercer Global Advisors Inc. owns 75% or more of Glass Jacobson Investment Advisors. The leadership team of Glass Jacobson Investment Advisors includes Chief Compliance Officer Jonathan Dinkins. It has 9 employees.
Leadership
- Jonathan DinkinsManaging Member, Chief Compliance Officer
- Steven AlbertMember
- Michael CohenManaging Member
- Michael CreamerMember
- Edward JacobsonManaging Member
- Dovid PriceMember
- Bart ScheffelMember
- Marina SidelnikovaMember
Investment adviser representatives
10 representatives listed in the SEC register as of 9 October 2026.
Staff
- 9 employees
- 9 in advisory functions
- 9 state-registered reps
- Owns 75% or more of Glass Jacobson Investment Advisors, LLC
Mercer Global Advisors Inc.
Control person · since November 2025
Glass Jacobson Investment Advisors’ regulatory assets grew 1.7× from $532M (March 2021) to $928M (March 2026); clients were 504 in both filings and employees fell from 13 to 9.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $928M | 504 | 9 | 1 |
| May 2025 | $904M | 627 | 19 | 2 |
| May 2024 | $817M | 608 | 21 | 3 |
| March 2023 | $770M | 680 | 19 | 2 |
| March 2022 | $694M | 504 | 18 | 2 |
| March 2021 | $532M | 496 | 13 | 2 |
Besides its headquarters, Glass Jacobson Investment Advisors has 0 offices, with 1 listed address in Maryland.
Maryland · 1 listed address
- 10055 Red Run BLVD, Suite 160, Owings MillsHQ
Other business names
Glass Jacobson Investment Advisors has reported 1 other business name to the SEC.
- Glass Jacobson Wealth Advisors
Contact and registration details
- Legal name
- Glass Jacobson Investment Advisors, LLC
- Headquarters
- 10055 Red Run BLVD, Suite 160, Owings Mills, MD 21117
- Website
- Not reported
- Phone
- 443-384-6888
- @glass-jacobson
- SEC file
- 801-62867
- Founded
- 2001
- Structure
- Maryland LLC
- Fiscal year end
- December
Glass Jacobson Investment Advisors uses Charles Schwab ($713M, 87%) and Fidelity ($104M, 13%) as custodians for its separately managed accounts. Glass Jacobson Investment Advisors has custody of $197M in client assets for 192 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Fransisco, CA · $713M87%
- FidelityNational Financial Services LLC · Boston, MA · $104M13%
At year end, Glass Jacobson Investment Advisors’ separately managed accounts were mostly in funds (79%). Its reported 13F holdings for the quarter ended 30 June 2026 total $321M across 618 positions; the largest are Dimensional ETF Trust (3.4%), Dimensional ETF Trust (3.0%) and Vanguard BD Index Fds (2.7%).
What the accounts hold
- Stocks4%
- Funds79%
- Bonds6%
- U.S. government and agency bonds5%
- Investment grade corporate bonds1%
- Cash9%
- Other2%
- Variable annuity2%
Reported 13F holdings
- $321M
- Reported 13F value
- 618
- Positions
- 21.2%
- In the 10 largest
- —
- Value vs. prior quarter
- Dimensional ETF Trust · US Core EQT Mkt3.4%
- Dimensional ETF Trust · Intl Core EQT MK3.0%
- Vanguard BD Index Fds · Total Bnd Mrkt2.7%
- First TR Exch Traded FD Iii · Pfd Secs Inc. ETF2.3%
- Dimensional ETF Trust · Internatnal Val2.0%
- Vanguard Index Fds · SM CP Val ETF1.7%
- Vanguard Index Fds · Value ETF1.7%
- Vanguard Index Fds · S&P 500 ETF Shs1.6%
- Dimensional ETF Trust · US Larg Valu ETF1.5%
- Dimensional ETF Trust · US Small Cap ETF1.5%
Together, the ten largest are 21.2% of reported value.
How many clients does Glass Jacobson Investment Advisors have?
Glass Jacobson Investment Advisors has 504 clients and manages $928 million for them, as of March 2026. They include 350 individual clients, 151 high-net-worth individuals, and 2 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 March 2026
What services does Glass Jacobson Investment Advisors offer?
Glass Jacobson Investment Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, divorce planning, education planning, estate planning, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Glass Jacobson Investment Advisors use?
Glass Jacobson Investment Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Fransisco, CA), with $713M and National Financial Services LLC (Boston, MA), with $104M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 March 2026
How many financial advisors does Glass Jacobson Investment Advisors have?
Glass Jacobson Investment Advisors has 9 investment adviser representatives registered with state securities authorities, out of 9 employees, and 9 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Glass Jacobson Investment Advisors invest in?
At the end of its last fiscal year, Glass Jacobson Investment Advisors’ separately managed accounts held 79% registered funds (mutual funds, ETFs, BDCs), 9% cash and equivalents, 5% U.S. government and agency bonds, 4% exchange-traded equities, 2% other and 1% investment grade corporate bonds. The 2% other category is described as: Variable Annuity.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Glass Jacobson Investment Advisors?
Glass Jacobson Investment Advisors’ direct owner is Mercer Global Advisors Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 16 March 2026
How does Glass Jacobson Investment Advisors get paid?
Glass Jacobson Investment Advisors is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Glass Jacobson Investment Advisors registered with the SEC?
Yes, Glass Jacobson Investment Advisors has been registered with the SEC as an investment adviser since 12 March 2004. Its CRD number is 120141 and its SEC file number is 801-62867.
Source: Form ADV Part 1A, Item 1, filed 16 March 2026; IAPD firm record
How do I contact Glass Jacobson Investment Advisors?
Glass Jacobson Investment Advisors’ main office is at 10055 Red Run BLVD, Suite 160, Owings Mills, MD 21117. Its phone number is 443-384-6888.