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| Glassy Mountain Advisors Inc
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|---|---|
| CRD # | 314937 |
| SEC # | 801-121469 |
| CIK # | 0001914617 |
| AUM | 369.8 M (2026-03-27) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 301-541-8900 |
| Address | 7200 Wisconsin Avenue Bethesda, MD 20814 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001914617 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 16.1 | ||
| Alphabet Inc | 14.6 | ||
| Applied Materials Inc /DE | 13.1 | ||
| Broadcom Inc | 13.0 | ||
| United Rentals Inc /DE | 12.2 | ||
| Microsoft Corp | 11.3 | ||
| Amazon Com Inc | 9.8 | ||
| Lowes Companies Inc | 8.4 | ||
| Williams Sonoma Inc | 8.0 | ||
| Visa Inc | 7.8 | ||
| Priceline Com Inc | 7.7 | ||
| Novartis AG | 7.7 | ||
| General Dynamics Corp | 7.0 | ||
| Tyco International Ltd /Ber/ | 6.4 | ||
| Hershey Co | 6.2 | ||
| Alphabet Inc | 5.2 | ||
| BlackRock Inc | 5.1 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 5.1 | ||
| Blackstone Group LP | 4.9 | ||
| CSX Corp | 4.7 | ||
| HCA Holdings Inc | 4.6 | ||
| Bank of America Corp /DE/ | 4.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 43 | 24.2 |
| (b) Individuals (high net worth individuals) | 84 | 345.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 329 | 369.8 |
| By Discretionary | ||
| Discretionary | 329 | 369.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 329 | 369.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 7.5 | |
| United States Persons | 362.3 | |
| Total | 329 | 369.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001914617] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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