GLASS JACOBSON INVESTMENT ADVISORS, LLC
Legal name: GLASS JACOBSON WEALTH ADVISORS
CRD #120141 SEC #801-62867 OWINGS MILLS, MD 410-356-1000
SEC Registered
Total AUM
$904.1M
Discretionary
$887.5M
Employees
19
Clients
11
Accounts
1,651
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $904.1M | $887.5M | $16.6M | 19 | 58 |
| May 2025 | $904.1M | $887.5M | $16.6M | 19 | 58 |
| Mar 2025 | $904.1M | $887.5M | $16.6M | 19 | 58 |
| Mar 2025 | $817.3M | $806M | $11.3M | 21 | 55 |
| May 2024 | $817.3M | $806M | $11.3M | 21 | 55 |
| Apr 2024 | $817.3M | $806M | $11.3M | 21 | 55 |
| Mar 2024 | $817.3M | $806M | $11.3M | 21 | 55 |
| Mar 2023 | $770.1M | $759.6M | $10.5M | 19 | 50 |
| Mar 2023 | $770.1M | $759.6M | $10.5M | 19 | 50 |
| Oct 2022 | $694M | $681.1M | $12.8M | 18 | 44 |
| Aug 2022 | $694M | $681.1M | $12.8M | 18 | 44 |
| Aug 2022 | $694M | $681.1M | $12.8M | 18 | 44 |
| Mar 2022 | $694M | $681.1M | $12.8M | 18 | 44 |
| Mar 2022 | $694M | $681.1M | $12.8M | 18 | 44 |
| Oct 2021 | $532.4M | $512.9M | $19.5M | 13 | 45 |
| Oct 2021 | $532.4M | $512.9M | $19.5M | 13 | 45 |
| Mar 2021 | $532.4M | $512.9M | $19.5M | 13 | 45 |
| Feb 2021 | $532.4M | $512.9M | $19.5M | 13 | 45 |
| Jan 2021 | $476.9M | $476.9M | $0 | 16 | 40 |
| Dec 2020 | $476.9M | $476.9M | $0 | 16 | 40 |
| Sep 2020 | $476.9M | $476.9M | $0 | 16 | 40 |
| Sep 2020 | $476.9M | $476.9M | $0 | 16 | 40 |
| Jun 2020 | $476.9M | $476.9M | $0 | 16 | 40 |
| Jun 2020 | $476.9M | $476.9M | $0 | 16 | 40 |
| Mar 2020 | $476.9M | $476.9M | $0 | 16 | 40 |
| Mar 2020 | $476.9M | $476.9M | $0 | 16 | 40 |
| Mar 2019 | $401.1M | $401.1M | $0 | 14 | 42 |
| Mar 2019 | $401.1M | $401.1M | $0 | 14 | 42 |
| Mar 2019 | $401.1M | $401.1M | $0 | 14 | 42 |
| Mar 2018 | $413.3M | $413.3M | $0 | 12 | 41 |
| Mar 2018 | $413.3M | $413.3M | $0 | 12 | 41 |
| Apr 2017 | $401.4M | $401.4M | $0 | 13 | 400 |
| Mar 2017 | $401.4M | $401.4M | $0 | 13 | 400 |
| Nov 2016 | $302.3M | $302.3M | $0 | 13 | 400 |
| Mar 2016 | $302.3M | $302.3M | $0 | 13 | 400 |
| Mar 2016 | $302.3M | $302.3M | $0 | 13 | 400 |
| Mar 2015 | $277.2M | $277.2M | $0 | 10 | 300 |
| Mar 2014 | $259.9M | $259.9M | $0 | 11 | 300 |
| Mar 2013 | $221.4M | $221.4M | $0 | 10 | 300 |
| Mar 2012 | $258.1M | $194.2M | $63.8M | 11 | 300 |
| May 2010 | $180.1M | $155.4M | $24.8M | 10 | -- |
| Jan 2008 | $144.9M | $141M | $3.9M | 10 | -- |
| Mar 2007 | $144.9M | $141M | $3.9M | 10 | -- |
| Mar 2006 | $108.2M | $0 | $108.2M | 10 | -- |
| Jan 2006 | $108.2M | $0 | $108.2M | 10 | -- |
DateDec 2025
Total AUM$904.1M
Discretionary$887.5M
Non-Disc.$16.6M
Employees19
Clients58
DateMay 2025
Total AUM$904.1M
Discretionary$887.5M
Non-Disc.$16.6M
Employees19
Clients58
DateMar 2025
Total AUM$904.1M
Discretionary$887.5M
Non-Disc.$16.6M
Employees19
Clients58
DateMar 2025
Total AUM$817.3M
Discretionary$806M
Non-Disc.$11.3M
Employees21
Clients55
DateMay 2024
Total AUM$817.3M
Discretionary$806M
Non-Disc.$11.3M
Employees21
Clients55
DateApr 2024
Total AUM$817.3M
Discretionary$806M
Non-Disc.$11.3M
Employees21
Clients55
DateMar 2024
Total AUM$817.3M
Discretionary$806M
Non-Disc.$11.3M
Employees21
Clients55
DateMar 2023
Total AUM$770.1M
Discretionary$759.6M
Non-Disc.$10.5M
Employees19
Clients50
DateMar 2023
Total AUM$770.1M
Discretionary$759.6M
Non-Disc.$10.5M
Employees19
Clients50
DateOct 2022
Total AUM$694M
Discretionary$681.1M
Non-Disc.$12.8M
Employees18
Clients44
DateAug 2022
Total AUM$694M
Discretionary$681.1M
Non-Disc.$12.8M
Employees18
Clients44
DateAug 2022
Total AUM$694M
Discretionary$681.1M
Non-Disc.$12.8M
Employees18
Clients44
DateMar 2022
Total AUM$694M
Discretionary$681.1M
Non-Disc.$12.8M
Employees18
Clients44
DateMar 2022
Total AUM$694M
Discretionary$681.1M
Non-Disc.$12.8M
Employees18
Clients44
DateOct 2021
Total AUM$532.4M
Discretionary$512.9M
Non-Disc.$19.5M
Employees13
Clients45
DateOct 2021
Total AUM$532.4M
Discretionary$512.9M
Non-Disc.$19.5M
Employees13
Clients45
DateMar 2021
Total AUM$532.4M
Discretionary$512.9M
Non-Disc.$19.5M
Employees13
Clients45
DateFeb 2021
Total AUM$532.4M
Discretionary$512.9M
Non-Disc.$19.5M
Employees13
Clients45
DateJan 2021
Total AUM$476.9M
Discretionary$476.9M
Non-Disc.$0
Employees16
Clients40
DateDec 2020
Total AUM$476.9M
Discretionary$476.9M
Non-Disc.$0
Employees16
Clients40
DateSep 2020
Total AUM$476.9M
Discretionary$476.9M
Non-Disc.$0
Employees16
Clients40
DateSep 2020
Total AUM$476.9M
Discretionary$476.9M
Non-Disc.$0
Employees16
Clients40
DateJun 2020
Total AUM$476.9M
Discretionary$476.9M
Non-Disc.$0
Employees16
Clients40
DateJun 2020
Total AUM$476.9M
Discretionary$476.9M
Non-Disc.$0
Employees16
Clients40
DateMar 2020
Total AUM$476.9M
Discretionary$476.9M
Non-Disc.$0
Employees16
Clients40
DateMar 2020
Total AUM$476.9M
Discretionary$476.9M
Non-Disc.$0
Employees16
Clients40
DateMar 2019
Total AUM$401.1M
Discretionary$401.1M
Non-Disc.$0
Employees14
Clients42
DateMar 2019
Total AUM$401.1M
Discretionary$401.1M
Non-Disc.$0
Employees14
Clients42
DateMar 2019
Total AUM$401.1M
Discretionary$401.1M
Non-Disc.$0
Employees14
Clients42
DateMar 2018
Total AUM$413.3M
Discretionary$413.3M
Non-Disc.$0
Employees12
Clients41
DateMar 2018
Total AUM$413.3M
Discretionary$413.3M
Non-Disc.$0
Employees12
Clients41
DateApr 2017
Total AUM$401.4M
Discretionary$401.4M
Non-Disc.$0
Employees13
Clients400
DateMar 2017
Total AUM$401.4M
Discretionary$401.4M
Non-Disc.$0
Employees13
Clients400
DateNov 2016
Total AUM$302.3M
Discretionary$302.3M
Non-Disc.$0
Employees13
Clients400
DateMar 2016
Total AUM$302.3M
Discretionary$302.3M
Non-Disc.$0
Employees13
Clients400
DateMar 2016
Total AUM$302.3M
Discretionary$302.3M
Non-Disc.$0
Employees13
Clients400
DateMar 2015
Total AUM$277.2M
Discretionary$277.2M
Non-Disc.$0
Employees10
Clients300
DateMar 2014
Total AUM$259.9M
Discretionary$259.9M
Non-Disc.$0
Employees11
Clients300
DateMar 2013
Total AUM$221.4M
Discretionary$221.4M
Non-Disc.$0
Employees10
Clients300
DateMar 2012
Total AUM$258.1M
Discretionary$194.2M
Non-Disc.$63.8M
Employees11
Clients300
DateMay 2010
Total AUM$180.1M
Discretionary$155.4M
Non-Disc.$24.8M
Employees10
Clients--
DateJan 2008
Total AUM$144.9M
Discretionary$141M
Non-Disc.$3.9M
Employees10
Clients--
DateMar 2007
Total AUM$144.9M
Discretionary$141M
Non-Disc.$3.9M
Employees10
Clients--
DateMar 2006
Total AUM$108.2M
Discretionary$0
Non-Disc.$108.2M
Employees10
Clients--
DateJan 2006
Total AUM$108.2M
Discretionary$0
Non-Disc.$108.2M
Employees10
Clients--