Greenbelt Investment Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$154,084,880
Clients
148
Advisors
5
of 5 employees
About
Greenbelt Investment Advisors is an SEC-registered advisory firm that serves primarily individual and high‑net‑worth clients, along with small businesses and pension/profit‑sharing plans. It provides ongoing asset management, written financial planning and account‑review services, and retirement‑plan advisory work.
The firm predominantly operates on a non‑discretionary basis, recommending securities and obtaining client approval before executing trades; its ADV reports approximately $167 million in non‑discretionary assets across its client relationships. It also offers account review and financial planning engagements and can act as a limited‑scope ERISA 3(21) fiduciary for retirement plans.
What distinguishes Greenbelt from many peers is its role as a wrap‑fee program sponsor combined with the fact that all reported managed assets are non‑discretionary, a relatively uncommon configuration for team firms. The firm operates with a small advisory team and documents a range of analytical approaches (including fundamental, technical, quantitative, and modern portfolio theory), with custodial fee deduction practices that result in limited custody status solely due to advisory‑fee withdrawals.
Client services
Expertise
Occupation focus
Fee options
Up to $150 per hour depending on complexity
Ongoing account review fees up to 1.50% quarterly based on assets managed; ERISA plan fees up to 1.50% annually charged quarterly or monthly
Account minimum: $25,000 Fee-only: Hourly fees up to $150 per hour; ongoing fees up to 1.50% quarterly for account review services
Main office
100 E Main Street, Suite 101
Round Rock TX 78664
Advisors at this office
5
Most active in
California · Louisiana · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Advisors at this firm
Matthew W
Series 66
Round Rock, TX
Greenbelt Investment Advisors, LLC
Matthew Wells is a financial advisor with Greenbelt Investment Advisors, LLC, holding a Series 66 designation and 23 years of industry experience. He has been with Greenbelt since 2010. Wells also conducts insurance business, including life insurance, dedicating less than 5% of his time to these activities. Greenbelt Investment Advisors primarily serves individual and high-net-worth clients, as well as small businesses and pension/profit-sharing plans, offering asset management, financial planning, and retirement-plan advisory services. The firm operates mainly on a non-discretionary basis, utilizing a variety of analytical approaches and acting as a wrap-fee program sponsor.
Homer P
Series 63, Series 65
Round Rock, TX
Greenbelt Investment Advisors, LLC
Homer Parsegian is a financial advisor at Greenbelt Investment Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with Greenbelt since 2010. Greenbelt Investment Advisors is an SEC-registered firm that serves individual and high-net-worth clients, small businesses, and pension/profit-sharing plans. The firm primarily operates on a non-discretionary basis, providing asset management, financial planning, and retirement-plan advisory services.
Donald H
Series 63, Series 65
Round Rock, TX
Greenbelt Investment Advisors, LLC
Donald Hurwitz is a financial advisor at Greenbelt Investment Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Greenbelt since 2010. Outside of his advisory work, he lectures at Texas State University. Greenbelt Investment Advisors serves primarily individual and high-net-worth clients, as well as small businesses and pension/profit-sharing plans. The firm provides ongoing asset management, financial planning, and retirement-plan advisory services, operating mainly on a non-discretionary basis.
Terry E
Series 63, Series 66, Series 65
Round Rock, TX
Greenbelt Investment Advisors, LLC
Terry Ellis is a financial advisor with Greenbelt Investment Advisors, LLC in Round Rock, TX. He holds Series 63, 65, and 66 licenses and has 25 years of industry experience. His prior work includes roles at Evolve Securities, Inc. and AFS Investment Advisors, Inc., where he has worked since 2008. Greenbelt Investment Advisors is an SEC-registered firm that serves individual and high-net-worth clients, small businesses, and pension/profit-sharing plans. The firm provides asset management, financial planning, and retirement-plan advisory services, predominantly on a non-discretionary basis.
Amanda C
Series 66
Round Rock, TX
Greenbelt Investment Advisors, LLC
Amanda Christians is a financial advisor with Greenbelt Investment Advisors, LLC in Round Rock, TX. She holds a Series 66 designation and has 24 years of industry experience, including 16 years at Greenbelt. Outside of her advisory role, she is currently writing a children's book and engages in affiliate marketing, each occupying less than 5% of her time. Greenbelt Investment Advisors serves individual and high-net-worth clients, small businesses, and pension/profit-sharing plans, focusing primarily on non-discretionary asset management and financial planning. The firm operates as a wrap-fee program sponsor and employs a variety of analytical approaches within a small advisory team.
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