A complete list of active advisors currently associated with Greenwell Capital Management, LLC

Warmer can help you find a great advisor at Greenwell Capital Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Greenwell Capital Management, 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.

Name	Location	Years of experience
Brian Greenwell	Owensboro, KY	20

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