Glassy Mountain Advisors, Inc.

Glassy Mountain Advisors, Inc. is an independent investment advisory firm founded in 2021 by R. Jordan Smyth, Jr. The firm, registered with the SEC, offers wealth management services, including investment management and financial planning, to individual and institutional clients. Glassy Mountain Advisors constructs personalized portfolios typically consisting of equities, income-generating investments, mutual funds, and ETFs. The firm manages accounts on a discretionary basis, with a standard minimum account opening balance of $1,000,000, which may be negotiable. Glassy Mountain Advisors acts as a fiduciary when advising on retirement accounts, ensuring clients' best interests are prioritized. The firm does not charge separately for financial planning services and bases its fees on a percentage of assets under management. Clients are encouraged to maintain accounts with Schwab or Fidelity for custody and trading services. Glassy Mountain Advisors reviews accounts regularly, provides detailed reports, and exercises investment discretion in line with clients' objectives. The firm does not have any disciplinary history and has no financial commitments impairing its ability to meet client obligations.