A complete list of active advisors currently associated with Greenbelt Investment Advisors, LLC

Warmer can help you find a great advisor at Greenbelt Investment Advisors, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Greenbelt Investment Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.