Brian Hawthorne-Codato
Glassy Mountain Advisors · Bethesda, Maryland
Brian Hawthorne-Codato is a fee-only financial advisor at Glassy Mountain Advisors in Bethesda, Maryland, who holds the CFA credential. Brian focuses on retirement planning. Glassy Mountain Advisors reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Executives
- Retirees
- Pre-retirees
- Multi-generational families
Facts
| Firm | Glassy Mountain Advisors |
|---|---|
| Based in | Bethesda, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $369.8M across 329 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MD · CRD 7423133 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.glassymountainadvisors.com |
How Brian's firm compares
- Glassy Mountain Advisors's average account is about $1.1 million, from its Form ADV (assets managed divided by 329 accounts).
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Questions about Brian
Is Brian Hawthorne-Codato a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Glassy Mountain Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, Glassy Mountain Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Brian Hawthorne-Codato based?
Brian Hawthorne-Codato is based in Bethesda, Maryland.
What does Brian specialize in?
Brian's specialties include retirement planning. Brian works with executives, retirees, pre-retirees and multi-generational families.
What credentials does Brian Hawthorne-Codato hold?
Brian Hawthorne-Codato holds the CFA credential.
Is Brian Hawthorne-Codato registered with the SEC?
Yes. Brian Hawthorne-Codato is registered as an investment adviser representative in MD (CRD 7423133), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Glassy Mountain Advisors manage?
Glassy Mountain Advisors reports $369.8M across 329 accounts in assets under management.
How do I contact Brian Hawthorne-Codato?
Through Brian's website, www.glassymountainadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Glassy Mountain Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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