Glassy Mountain Advisors, Inc.
- Regulatory AUM
- $370M
- Discretionary
- $370M
- Clients
- 127
- Avg AUM / client
- $2.9M
- Accounts
- 329
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 43 | $24.2M | 6.55% |
| High net worth individuals | 84 | $346M | 93.4% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Robinson, Bradshaw & Hinson, P.A. Profit Sharing Plan Robinson, Bradshaw & Hinson, P.A. | 2024 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ross Jordan Smyth | President, Senior Wealth Advisor, Cco | CFA | Apr 2021 (5y) | 75% or more |
| Brian Hawthorne Codato | Registered representative | CFA | Oct 2021 (5y) | |
| Michael Mcintyre | Registered representative | CFA | Dec 2022 (4y) | |
| William K Mc Caffrey | Registered representative | CFP | Feb 2023 (3y) | |
| Margaret Hamilton Horsley | Registered representative | CFP | Apr 2024 (2y) | |
| Jamie Lynn Bigsby | Registered representative | CFP | Feb 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Robinson, Bradshaw & Hinson, P.A. Profit Sharing Plan | Robinson, Bradshaw & Hinson, P.A. | 256 | $194M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 983 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Fidelity Brokerage Services $231M (62% of AUM) Mar 2026
- Charles Schwab & Co. $137M (37% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗