Greenfield Seitz Capital Management, LLC logo

Greenfield Seitz Capital Management, LLC

Updated today

Client AUM

$363,362,682

Clients

188

Advisors

4

of 4 employees

About

Greenfield Seitz Capital Management provides discretionary portfolio management and investment supervisory services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and government entities, managing roughly $363 million in discretionary assets. The firm prepares an Investment Policy Statement for each client and provides retirement‑account rollover recommendations while acknowledging its fiduciary duties.

GSCM employs fundamental analysis and constructs portfolios through asset allocation and individual security selection, implementing both long‑ and short‑term trading. Its stated strategies may include short sales, options writing (including uncovered and spread strategies), and margin transactions, and all management is conducted in‑house on a discretionary basis with at least quarterly reviews.

A distinctive element is the firm’s explicit use of borrowing (margin) within separately managed accounts and its willingness to employ more advanced instruments and strategies, items the brochure highlights as part of its risk profile. The firm also discloses the economic incentive tied to recommending rollovers to IRAs and describes an impartial conduct standard intended to address that conflict.

Client services

Portfolio management

Expertise

Active portfolio management

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Fee options

Percentage

$1,000,000 - $10,000,000: 1.00% Above $10,000,000+: Negotiable

Other

Account minimum: $1,000,000

Main office

1722 Routh St., Suite 760

Dallas TX 75201

Advisors at this office

4

Most active in

California · Colorado · Florida · Louisiana · Texas

Also doing business as

Greenfield Seitz Capital Management, LLC · Name1025

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Stuart G

Series 63, Series 65

Dallas, TX

Greenfield Seitz Capital Management, LLC

Stuart Greenfield is a financial advisor with Greenfield Seitz Capital Management, LLC in Dallas, TX, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Greenfield Seitz Capital Management since 2009. Greenfield Seitz Capital Management provides discretionary portfolio management and investment supervisory services to individuals, including high-net-worth clients, pension and profit-sharing plans, and government entities. The firm uses fundamental analysis and employs both long- and short-term trading strategies, including margin borrowing and options writing, managing approximately $363 million in discretionary assets.

Active portfolio management
user avatar

Yancey S

Series 63, Series 65

Dallas, TX

Greenfield Seitz Capital Management, LLC

Yancey Seitz is a financial advisor at Greenfield Seitz Capital Management, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Greenfield Seitz since 2009. Greenfield Seitz Capital Management provides discretionary portfolio management and investment supervisory services to individuals, pension and profit-sharing plans, and government entities, managing approximately $363 million in assets. The firm uses fundamental analysis and a combination of asset allocation and individual security selection, including advanced strategies such as short sales and options writing, all conducted on a discretionary basis with regular reviews.

Active portfolio management
user avatar

Eric M

Series 63, Series 65

Dallas, TX

Greenfield Seitz Capital Management, LLC

Eric Meyer is a financial advisor at Greenfield Seitz Capital Management, LLC in Dallas, TX, holding Series 63 and Series 65 credentials with 19 years of industry experience. He has been with Greenfield Seitz Capital Management since 2009. Greenfield Seitz Capital Management provides discretionary portfolio management and investment supervisory services to individuals, pension and profit-sharing plans, and government entities, managing approximately $363 million in discretionary assets. The firm uses fundamental analysis and employs strategies including asset allocation, individual security selection, and advanced instruments such as short sales and options writing, with all management conducted in-house on a discretionary basis.

Active portfolio management
user avatar

Kathryn T

Series 63, Series 65

Dallas, TX

Greenfield Seitz Capital Management, LLC

Kathryn Tutt is a financial advisor at Greenfield Seitz Capital Management, LLC in Dallas, TX, with 28 years of industry experience. She has been with the firm since 2009 and holds Series 63 and Series 65 designations. Outside of her advisory role, she volunteers for The Breast Cancer 3 Day and helps with catering through The Prep Chef. Greenfield Seitz Capital Management provides discretionary portfolio management and investment supervisory services to individuals, pension and profit-sharing plans, and government entities. The firm employs fundamental analysis and constructs portfolios using asset allocation and individual security selection, incorporating both long- and short-term trading strategies.

Active portfolio management
View complete list of advisors at this firm
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