SourcingSourcing

GLASS JACOBSON INVESTMENT ADVISORS, LLC

C39
CRD 120141·SEC 801-62867·OWINGS MILLS, MD
AUM
$928.0M
$500M-$1B
Est. Revenue
$9.3M
@ 1% on AUM
Est. EBITDA
$2.8M
@ 30% margin
Est. Deal Value
$22.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GLASS JACOBSON INVESTMENT ADVISORS, LLC
CRD
120141
SEC file #
801-62867
EIN
522214000
DBA names
Glass Jacobson Wealth Advisors

Economics

AUM
$928.0M
AUM band
$500M-$1B
AUM trajectory
'20'26
$401.1M → $928.0M▲ +131%
Client mix
Individuals Other350
Individuals High Net Worth151
Pension Profit Sharing Plans2
Charitable Organizations1

Operations

Employees (total)
9
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'20'26
13 advisors → 9 advisors▼ -31%
Primary office
OWINGS MILLS MD
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed feesOther Compensation

Filings

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MERCER GLOBAL ADVISORS INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
9
Control Persons
MERCER GLOBAL ADVISORS INC.
COHEN, MICHAEL, WAYNE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
GOOGLE.COM
Rdap Domain Creation Date
1997-09-15T04:00:00Z
Rdap Firm Age Years
29
Rdap Firm Age Band
20+y
Rdap Registrar
MarkMonitor Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
30,530
Form 5500 Compensation Trajectory 3y
202530,530
Form 5500 Plan Count Trajectory 3y
20252
Schedule C Total Compensation
30,530
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0001964394
Edgar Registered
Yes
Edgar Filing Count
13
Edgar First Filing Date
2023-02-06
Edgar Last Filing Date
2026-04-23
Edgar 13f Count
13
Edgar 13f Latest AUM Estimate
Filing Date2026-04-23
Accession0001964394-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
10
Bc Firm IAR Count
10
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fidelity2
Edgar Addresses
Mailing
10711 RED RUN BLVD101OWINGS MILLS, MD 21117
Business
10711 RED RUN BLVD101OWINGS MILLS, MD 21117
Edgar EIN
522214000
Edgar Recent Filings
13F-HR2026-04-23 · 0001964394-26-000002
13F-HR2026-01-22 · 0001964394-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-09-14T04:00:00Z
Rdap Domain Last Changed
2019-09-09T15:39:04Z
Rdap Nameservers
Ns1.google.comNs2.google.comNs3.google.comNs4.google.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer ProhibitedClient Update ProhibitedServer Delete Prohibited
Top Owner CRD
147363
Trust Company Affiliate
No

People (15)

15
MERCER GLOBAL ADVISORS INC.
Direct Owner · 87.5%
147363
CREAMER, MICHAEL, KEVIN
IAR · Executive Officer · 2.5%
2930699
DINKINS, JONATHAN, SHUFORD
IAR · Executive Officer · 2.5%
2534809
PRICE, DOVID
IAR · Executive Officer · 2.5%
7173006
SIDELNIKOVA, MARINA
IAR · Executive Officer · 2.5%
4348285
MICHAEL WAYNE COHEN
Executive Officer · 2.5%
2828880
EDWARD JOEL JACOBSON
Executive Officer · 2.5%
3099582
STEVEN GLENN ALBERT
Executive Officer · 2.5%
5117252
BART W SCHEFFEL
Executive Officer · 2.5%
4882696
RICHARD JOSEPH OSIKOWICZ
IAR
2524426
GEORGE RONALD TOULSON
IAR
2743497
Todd Norris
IAR
5415707
GEORGE THOMAS INGRAM
IAR
5017791
Joseph McCarthy
IAR
6392224
CHRISTINE RUTT SCHMITZ
IAR
2767312