Advisor at Glass City Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Glass City Capital Management, LLC
Location
Maumee, OH 43537
Credentials
Series 65
Industry experience
7 years
Chad Clay is the sole advisor at Glass City Capital Management, LLC in Maumee, OH, holding a Series 65 credential with seven years of industry experience. Before founding his firm in 2018, he worked as an investor and previously served for eleven years with the City of Springfield, Illinois Fire Department. His background includes experience as a firefighter and EMT. Glass City Capital Management is an independent, fee-only firm providing discretionary investment management focused on long-term capital appreciation for individuals and various entities. The firm emphasizes a concentrated, actively managed equity strategy built around a core “best ideas” approach, typically holding five to forty individual securities with a preference for large-cap companies.
Based on Glass City Capital Management, LLC
1.00% annually for Core strategy, up to 1.00% for Independent strategy (negotiable)
Account minimum: $25,000 minimum (may be waived or lowered at firm's discretion) Fee-only: Firm is a fee-only adviser with no commissions or other compensation
1715 Indian Wood Circle, Suite 200
Maumee, OH 43537
Michigan · Ohio
Glass City Capital Management, LLC
2018 - Present (8 years)
Investor
2017 - 2018 (1 year)
City of Springfield, Illinois Fire Department
2006 - 2017 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Toledo, OH
Reinhart Asset Management LLC
Series 63, Series 65
Whitehouse, OH
Apricity Financial Planning
Series 63, Series 65
Toledo, OH
Gant Investment Advisors, Inc.
Series 65
Ottawa Hills, OH
Candela Financial
CFP®
Perrysburg, OH
Hughes Financial Group, LLC
Series 66
Toledo, OH
Gould Ruma Financial Advisors
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")