Greenfield/Lewis Investment Counsel
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary investment management and personalized portfolio advice to individuals, high‑net‑worth clients, and small-business entities. As a fee‑only, independent sole‑advisor practice, it manages roughly $11.8 million across about 15 client accounts and does not sell commissioned financial products.
The firm’s investment approach emphasizes high‑quality, dividend‑paying equities supplemented by investment‑grade corporate bonds and occasional exchange‑traded/index funds, with decisions informed by fundamental, technical, and cyclical analysis. The principal sets client goals and risk tolerances in an initial consultation and conducts daily account reviews, implementing trades under granted discretionary authority.
Noteworthy aspects include the very small client roster and the principal’s professional background (CPA and MBA with extensive banking and management experience), which support hands‑on oversight and selective flexibility on account minimums. The firm maintains a written code of ethics, a business continuity arrangement with another advisory firm, and uses a single qualified custodian whose research the adviser relies on while voting proxies for discretionary accounts.
Client services
Expertise
Fee options
$0 - $250,000: 1.75% $250,000 - $500,000: 1.50% $500,000 - $1,000,000: 1.25% $1,000,000 - $2,000,000: 0.75% $2,000,000+: 0.50%
Account minimum: $100,000 Minimum fee: $500 per calendar quarter minimum fee Fee-only: Fee-only investment management; no commissions or product sales
Main office
Hilton Head Island SC
Advisors at this office
1
Most active in
Ohio · South Carolina
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.
Forms ADV
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