G
Greteman Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
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
Portfolio management
Expertise
Active portfolio management
Concentrated stock management
General retirement planning
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 location
Greteman Capital Management
408 W Hwy 30
Carroll IA 51401, United States
Number of offices
1
Most active in
Greteman Capital Management has reported serving >5 clients in these states in the last 12 months.
Iowa
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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