{"url":"https://nivawealth.com/firms/glass-jacobson-investment-advisors-120141","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/120141","regulatoryAum":928010356,"crd":"120141","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2930699","suffix":null,"lastName":"CREAMER","firstName":"MICHAEL","middleName":"KEVIN"},{"crd":"2534809","suffix":null,"lastName":"DINKINS","firstName":"JONATHAN","middleName":"SHUFORD"},{"crd":"5017791","suffix":"III","lastName":"INGRAM","firstName":"GEORGE","middleName":"THOMAS"},{"crd":"6392224","suffix":null,"lastName":"McCarthy","firstName":"Joseph","middleName":null},{"crd":"5415707","suffix":null,"lastName":"Norris","firstName":"Todd","middleName":null},{"crd":"2524426","suffix":null,"lastName":"OSIKOWICZ","firstName":"RICHARD","middleName":"JOSEPH"},{"crd":"7173006","suffix":null,"lastName":"PRICE","firstName":"DOVID","middleName":null},{"crd":"2767312","suffix":null,"lastName":"SCHMITZ","firstName":"CHRISTINE","middleName":"RUTT"},{"crd":"4348285","suffix":null,"lastName":"SIDELNIKOVA","firstName":"MARINA","middleName":null},{"crd":"2743497","suffix":null,"lastName":"TOULSON","firstName":"GEORGE","middleName":"RONALD"}],"total":10,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-10","regulatoryAum":532417012,"clients":496,"employees":13,"offices":2},{"filedOn":"2022-03-25","regulatoryAum":693972651,"clients":504,"employees":18,"offices":2},{"filedOn":"2023-03-29","regulatoryAum":770077413,"clients":680,"employees":19,"offices":2},{"filedOn":"2024-05-30","regulatoryAum":817309785,"clients":608,"employees":21,"offices":3},{"filedOn":"2025-05-01","regulatoryAum":904069809,"clients":627,"employees":19,"offices":2},{"filedOn":"2026-03-16","regulatoryAum":928010356,"clients":504,"employees":9,"offices":1}],"secFileNumber":"801-62867","legalName":"Glass 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Glass Jacobson Investment Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Glass Jacobson Investment Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Glass Jacobson Investment Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Glass Jacobson Investment Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Glass Jacobson Investment Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Glass Jacobson Investment Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Glass Jacobson Investment Advisors registered with the SEC?","answer":"Yes, Glass Jacobson Investment Advisors has been registered with the SEC as an investment adviser since 12 March 2004. 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