# Glass Jacobson Wealth Advisors

> Glass Jacobson Wealth Advisors is an SEC-registered investment advisory firm in Owings Mills, MD, registered since 2004, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 16, 2026.

- CRD: 120141
- Filed as: GLASS JACOBSON WEALTH ADVISORS
- Legal name: Glass Jacobson Investment Advisors, LLC
- Also doing business as: GLASS JACOBSON WEALTH ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Owings Mills, MD
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/120141
- AdvisorCensus page: https://advisorcensus.com/firm/glass-jacobson-wealth-advisors-owings-mills-md-120141

## Quick answers

**How is Glass Jacobson Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Glass Jacobson Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**How much does Glass Jacobson Wealth Advisors charge?**
Its Form ADV Part 2A brochure dated March 16, 2026 states: Flat fee: $1,000 to $25,000 (financial planning and/or estate planning services); Flat fee: $1,000 (set up new SIMPLE Plans). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Glass Jacobson Wealth Advisors located?**
Glass Jacobson Wealth Advisors' principal office is in Owings Mills, MD, according to its Form ADV; the February 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Glass Jacobson Wealth Advisors registered with the SEC or a state?**
Glass Jacobson Wealth Advisors is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 120141.

**How much does Glass Jacobson Wealth Advisors manage?**
Glass Jacobson Wealth Advisors reports $928,010,356 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (100% discretionary).

**How have Glass Jacobson Wealth Advisors' assets and staff changed since 2021?**
In the Form ADV data for Glass Jacobson Wealth Advisors: Regulatory assets under management: $532,417,012 in the October 2021 data and $928,010,356 in the October 2026 data, up 74%. Total employees: 13 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Glass Jacobson Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (350); high net worth individuals (151); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Which custodians does Glass Jacobson Wealth Advisors use?**
Glass Jacobson Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Glass Jacobson Wealth Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/120141

**What changed in Glass Jacobson Wealth Advisors' recent Form ADV filings?**
In the April 2026 filing data: No longer lists an office in Rockville, MD.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 16, 2026)

- Flat fee: $1,000 to $25,000 (financial planning and/or estate planning services)

> For select clients the Company will prepare a financial plan or module, the Company charges either a fixed fee that ranges between $1,000 and $25,000 for financial planning and/or estate planning services.

- Flat fee: $1,000 (set up new SIMPLE Plans)

> For select clients the Company will prepare a financial plan or module, the Company charges either a fixed fee that ranges between $1,000 and $25,000 for financial planning and/or estate planning services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $928,010,356
- Discretionary: $926,199,273
- Non-discretionary: $1,811,083

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 350 | $285,768,072 |
| High net worth individuals | 151 | $640,006,948 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $1,965,884 |
| Charitable organizations | 1 | $269,452 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2004 (22 years)
- Employees: 9 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, DC, DE, FL, MD, MI, NC, NJ, NY, OH, PA, VA, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the February 2026 filing
- Rockville, MD

### Websites listed on Form ADV (Item 1.I)
- glassjacobson.com
- google.com/search
- Facebook @GLASSJACOBSON
- Instagram @glassjacobson
- LinkedIn @glass-jacobson
- X @GLASSJACOBSON
- YouTube @WealthManagementCPA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $532,417,012 | 13 | March 10, 2021 |
| October 2022 | $693,972,651 | 18 | August 15, 2022 |
| October 2023 | $770,077,413 | 19 | March 29, 2023 |
| October 2024 | $817,309,785 | 21 | May 30, 2024 |
| October 2025 | $904,069,809 | 19 | May 1, 2025 |
| October 2026 | $928,010,356 | 9 | March 16, 2026 |

Regulatory assets under management: $532,417,012 in the October 2021 data and $928,010,356 in the October 2026 data, up 74%.
Total employees: 13 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- No longer lists an office in Rockville, MD.

### February 2026
- Employees performing advisory functions went from 18 to 9.
- Updated its list of owners and control persons (Schedule A).

### January 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Glass Jacobson Wealth Advisors (CRD 120141): Form ADV filing data as of October 2026.