Ross Smyth
Glassy Mountain Advisors · Brevard, North Carolina
Ross Smyth is a fee-only financial advisor at Glassy Mountain Advisors in Brevard, North Carolina, who holds the CFA credential. Ross 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 | Brevard, North Carolina |
| 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, NC · CRD 1881818 |
| Exams passed | Series 63 (2003) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.glassymountainadvisors.com |
| Profile |
How Ross'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 Ross
Is Ross Smyth a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ross 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 Ross charge for financial advice?
Ross's firm, Glassy Mountain Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Ross Smyth based?
Ross Smyth is based in Brevard, North Carolina.
What does Ross specialize in?
Ross's specialties include retirement planning. Ross works with executives, retirees, pre-retirees and multi-generational families.
What credentials does Ross Smyth hold?
Ross Smyth holds the CFA credential.
Is Ross Smyth registered with the SEC?
Yes. Ross Smyth is registered as an investment adviser representative in MD and NC (CRD 1881818), 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 Ross Smyth?
Through Ross'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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