RIA Intel›Advisers›Maryland›GLASS JACOBSON INVESTMENT ADVISORS, LLC

GLASS JACOBSON INVESTMENT ADVISORS, LLC

Advisory

N·OWINGS MILLS, MD

Data as of Mar 16, 2026 · Source: SEC Form ADV

Total AUM

$928M

1-Year AUM Growth

+6.1%

3-Year CAGR

+14.2%

Employees

9

Assets Under Management

Total AUM$928M

Discretionary AUM$926M

Non-Discretionary AUM$2M

Discretionary %99.8%

Total Clients627

Team

Total Employees9

Investment Advisers9

Employee Growth (1Y)+5.6%

Filing History

Total Filings on Record48

First FilingFeb 27, 2004

Latest FilingMar 16, 2026

🔒 Full AUM trend chart and 48 historical filings spanning 22+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on GLASS JACOBSON INVESTMENT ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.