A complete list of active advisors currently associated with Greenwood Gearhart, LLC

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

Greenwood Gearhart provides discretionary investment management, financial planning, and family office services to individuals, trust accounts, defined‑contribution plans, charitable institutions and other institutional clients. The SEC‑registered, fee‑only firm manages approximately $1.97 billion in discretionary assets and offers Family Office services that are generally reserved for clients with $10 million or more under its management. The firm’s investment process emphasizes fundamental analysis of economic, industry, and company-specific factors and seeks long‑term results while employing mutual funds, ETFs, individual securities, and options for hedging when appropriate. Greenwood Gearhart routinely allocates client assets to separately managed accounts (SMAs) and third‑party managers, performs ongoing monitoring and reallocation, and supplements investment services with core and expanded family office offerings such as wealth planning, accounting concierge, and coordination of third‑party tax and legal professionals. A distinctive feature of Greenwood Gearhart is its involvement with private pooled investment vehicles: certain principals maintain ownership interests through an affiliated entity (Natural Capital Management, LLC) and the firm may act as manager or co‑manager of private funds. The brochure discloses that qualified clients may be invited to invest in these private vehicles, which can carry performance‑based/incentive fees and carried interest, and that GG charges separate asset‑based fees for such private investments while describing related valuation and conflict‑of‑interest considerations.

To learn more about the advisors currently working at Greenwood Gearhart, 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.