Greatmark Investment Partners, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$995,802,779
Clients
420
Advisors
3
of 7 employees
About
Greatmark Investment Partners, Inc. provides investment supervisory services and individualized portfolio management on a discretionary basis for individuals (including high-net-worth clients), pension and profit-sharing plans, charitable organizations, and businesses. The firm gathers client objectives, time horizons, and risk tolerances to design asset allocation and manages approximately $1.02 billion in client assets.
Investment decisions are driven primarily by fundamental and qualitative analysis, with technical analysis used to help time entries and exits; the firm emphasizes long-term equity holdings while also employing shorter-term trades as appropriate. Portfolios are managed under client-assigned strategy profiles, and the brochure discloses that margin (borrowing) is used in limited situations only with a client’s specific consent.
Distinctive features for a firm of this team size include a relatively high level of assets per advisor—over $1 billion managed by a compact advisory team—which is uncommon among peers. The brochure also highlights practices less typical for similar firms, including limited, client-authorized use of borrowing and the implementation of investment types that carry additional degrees of risk when consistent with client objectives.
Client services
Expertise
Fee options
$0 - $700,000: 1.00% annually $700,000 - $2,000,000: 0.75% annually $2,000,000+: 0.50% annually $0 - $2,000,000: 0.50% annually (Fixed Income Assets & Mutual Funds/ETFs) $2,000,000+: 0.25% annually (Fixed Income Assets & Mutual Funds/ETFs)
Account minimum: $100,000 Fee-only: Asset-based fees as per tiered schedule; no commissions or sales compensation received
Main office
6001 River Road, Suite 300
Columbus GA 31904
Advisors at this office
3
Most active in
Alabama · Florida · Georgia · North Carolina · Tennessee · Texas
Also doing business as
Adams Investment Management Inc · Greatmark Investment Partners, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Richard I
Series 63, Series 65
Columbus, GA
Greatmark Investment Partners, Inc.
Richard Illges is a financial advisor at Greatmark Investment Partners, Inc. in Columbus, GA, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been with Greatmark since 2007. Greatmark Investment Partners provides discretionary investment supervisory services and individual portfolio management to a diverse client base, including high-net-worth individuals, retirement plans, and charitable organizations. The firm employs a combined fundamental, qualitative, and technical investment approach with a focus on long-term equity ownership, tailoring portfolios to client objectives and risk tolerance.
Jeffrey A
CFP®, CFA®, Series 65
Columbus, GA
Greatmark Investment Partners, Inc.
Jeffrey Adams is a CFP®, CFA®, and holds a Series 65 license with 23 years of industry experience. He has been with Greatmark Investment Partners, Inc. since 2002 and currently serves as part of their three-advisor team in Columbus, GA. Greatmark Investment Partners, Inc. provides discretionary portfolio management and investment supervisory services for individuals, pension plans, charitable organizations, and businesses. The firm employs a primarily fundamental and qualitative investment approach, managing over $1 billion in client assets with tailored strategies based on client objectives and risk tolerances.
Wade F
CFA®, Series 65
Columbus, GA
Greatmark Investment Partners, Inc.
Wade Fowler is a CFA® charterholder with 14 years of industry experience. He has worked at Greatmark Investment Partners, Inc. since 2022 and previously spent nine years at Synovus Trust Company, N.A. He is based in Columbus, GA. Greatmark Investment Partners, Inc. provides discretionary portfolio management and investment supervisory services for individuals, pension plans, charitable organizations, and businesses. The firm applies fundamental and qualitative analysis with an emphasis on long-term equity holdings while managing over $1 billion in assets across a small advisory team.
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