Greteman Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Greteman Capital Management provides discretionary asset management, offering continuous portfolio supervision, security selection, and retirement‑account rollover advice under written client agreements; its advisory fees are charged as a percentage of assets under management. The firm is structured to serve pooled or institutional accounts and, when applicable, individual and high‑net‑worth clients, subject to a stated account minimum and eligibility review.
The firm employs a long‑term, value‑oriented investment approach grounded in fundamental analysis, with a focus on long‑only positions, strategic asset allocation, periodic rebalancing, and occasional value‑oriented special situations. Portfolios are tailored to client objectives and risk tolerance, with clients able to impose reasonable investment restrictions and the adviser conducting semiannual reviews.
Distinctive aspects include an affiliation with a separate accounting practice owned by the firm’s managing member, which creates the potential for cross‑referrals and conflicts of interest between tax/accounting and advisory services. The brochure also notes the firm reported no assets under management as of December 31, 2025, requires clients to custody accounts at a designated broker‑dealer/custodian, and does not vote client proxies.
Client services
Expertise
Fee options
$25,000 - $100,000: 2.00% $100,001 - $500,000: 1.60% $500,001 - $1,000,000: 1.20% $1,000,001+: 1.00%
Account minimum: $25,000 Fee-only: Annual fee based on asset tier as listed; fees are negotiable and not blended (e.g., 1.2% for $800,000 account)
Main office
408 W Hwy 30
Carroll IA 51401
Advisors at this office
1
Most active in
Iowa
Also doing business as
Greteman Capital Management · Greteman Capital Management, LLC
Disclosures
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Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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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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