Glass Jacobson Investment Advisors LLC
Glass Jacobson Investment Advisors LLC is a full-service wealth management and investment advisory firm headquartered in Owings Mills, Maryland. Founded as part of the long-established Glass Jacobson group, it blends financial planning, tax advice, and investment management. The firm employs around 19 professionals, with a focus on individuals (both high net worth and others) from a variety of backgrounds, offering personalized, holistic strategies to help clients meet life’s financial needs and goals. Their approach features large-firm expertise paired with small-firm care, prioritizing long-term relationships with clients.
Investment Strategy
Glass Jacobson Investment Advisors LLC employs a holistic wealth management philosophy that integrates investment management, tax strategy, and financial planning. Their advisors develop customized investment plans aimed at long-term growth and capital preservation, tailored to individual client needs and objectives. The firm mainly serves individual and high net worth clients and utilizes diversified portfolio construction, including broad market ETFs, mutual funds, and direct equity exposures. Their strategy emphasizes risk management, regular portfolio review, and close alignment with clients’ evolving life goals.
Top Holdings
Equity Positions (562)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAI | DIMENSIONAL ETF TRUST | 2.81% | $7.3M | 211,329 | $28.27 | $34.57 | +$1.5M |
D DFAU | DIMENSIONAL ETF TRUST | 2.55% | $6.6M | 156,255 | $31.79 | $42.36 | -$2.0M |
F FPE | FIRST TR EXCH TRADED FD III | 2.46% | $6.4M | 359,087 | $16.10 | $17.80 | +$288.1K |
B BND | VANGUARD BD INDEX FDS | 1.83% | $4.7M | 64,432 | $72.67 | $73.63 | +$997.1K |
D DFIV | DIMENSIONAL ETF TRUST | 1.82% | $4.7M | 110,292 | $33.47 | $42.83 | +$914.5K |