Greenwell Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$13,051,402
Clients
44
Advisors
1
of 1 employees
About
Greenwell Capital Management is a small, fee-based investment adviser that primarily manages portfolios for individual clients while also working with corporate entities and qualified retirement plans. The firm provides discretionary and non-discretionary asset management and offers ERISA plan services for 401(k), pension, and other workplace retirement plans.
The firm’s investment process relies on tools such as modern portfolio theory, fundamental, technical, and cyclical analysis, and documents client goals in an investment policy statement used for ongoing monitoring and quarterly reviews. Services for plans can be delivered as limited 3(21) advice or as a full 3(38) discretionary investment manager, and the firm may recommend a broad range of holdings — including digital currency where appropriate.
What is distinctive is the combination of corporate and institutional plan work with a solo-advisor practice, including pension consulting and the ability to serve as a discretionary plan investment manager—services that are less common for firms of this size. The firm’s principal is also a licensed insurance producer who spends a portion of time selling insurance products and receiving commission compensation, a potential conflict the firm discloses and manages under its fiduciary and compliance procedures.
Client services
Expertise
Fee options
$0 - $100,000: 2.00% annually $100,001 - $250,000: 1.75% annually $250,001 - $500,000: 1.50% annually $500,001 - $1,000,000: 1.25% annually Over $1,000,000+: 1.00% annually
Account minimum: $25,000 (with discretion to accept less) Fee-only: Asset management fees billed quarterly in advance based on assets under management; ERISA plan services billed quarterly or monthly in arrears, not to exceed 1% annually.
Main office
Owensboro KY
Advisors at this office
1
Most active in
Florida · Kentucky
Also doing business as
Greenwell Capital Management LLC · Greenwell Capital Management, LLC
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.
Forms ADV
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