Glaister Welsh
Calabash Asset Management · North Potomac Md, Maryland
Glaister Welsh is a fee-only financial advisor at Calabash Asset Management in North Potomac Md, Maryland. Calabash Asset Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Calabash Asset Management |
|---|---|
| Based in | North Potomac Md, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $173K across 17 accounts |
| SEC registration | Investment adviser representative in MD · CRD 6765217 |
| Exams passed | Series 65 (2016) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.calabashasset.com |
How Glaister's firm compares
- Calabash Asset Management's average account is about $10,000, from its Form ADV (assets managed divided by 17 accounts).
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Questions about Glaister
Is Glaister Welsh a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Glaister holds no broker registration, and Calabash Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Glaister charge for financial advice?
Glaister's firm, Calabash Asset Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Glaister Welsh based?
Glaister Welsh is based in North Potomac Md, Maryland.
Is Glaister Welsh registered with the SEC?
Yes. Glaister Welsh is registered as an investment adviser representative in MD (CRD 6765217), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Calabash Asset Management manage?
Calabash Asset Management reports $173K across 17 accounts in assets under management.
How do I contact Glaister Welsh?
Through Glaister's website, www.calabashasset.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Maryland
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
- 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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