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 is a fee-only, SEC-registered investment adviser that provides discretionary investment management, financial planning, and family office services to individuals, defined contribution plans, trusts, charitable institutions and other organizations. The firm manages individual portfolios and may allocate assets to separately managed accounts (SMAs) and pooled vehicles as part of client solutions, and offers a suite of Core and optional Expanded Family Office Services for clients who engage those services. The firm follows a fundamental, long-term investment process that evaluates economic, industry and company factors to inform asset allocation and security selection, and it conducts regular monitoring and rebalancing of client accounts. Greenwood Gearhart may also use strategies such as options for hedging, long-short SMA strategies and tax-loss harvesting where appropriate, and it discloses inclusion of margin or securities-based borrowing in its fee and account management practices. Greenwood Gearhart discloses an affiliation with Natural Capital Management, LLC and may recommend, co-manage or act as adviser to private investment funds and other pooled vehicles; those private investments can carry performance-based (incentive) fees, carried interest, and the related conflicts of interest described in the brochure. The firm’s combination of SMA oversight, private fund involvement and expanded family office offerings—along with documented disclosures about private investment valuation, fee treatment and potential conflicts—are notable operational features relative to many peer team firms.

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.