Greenwood Gearhart, Llc
- Regulatory AUM
- $2.0B
- Discretionary
- $2.0B
- Clients
- 1,101
- Avg AUM / client
- $1.8M
- Accounts
- 3,101
- Employees
- 26
AUM over time
Annual snapshots from Form ADV filings · as of Jul 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 568 | $211M | 10.7% |
| High net worth individuals | 483 | $1.6B | 83.5% |
| Pooled investment vehicles (non-investment companies) | 4 | $5.5M | 0.28% |
| Pension and profit sharing plans | 30 | $80.8M | 4.1% |
| Charitable organizations | 16 | $27.1M | 1.38% |
| Other investment advisers | Fewer than 5 clients | $170K | 0.01% |
| Corporations and other businesses | Fewer than 5 clients | $208K | 0.01% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $4.6M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Gg Z Spv 1, Llc | Private Equity Fund | Delaware | $3.1M | 47 |
| Gg Ct Spv 1, Llc | Real Estate Fund | Delaware | $1.5M | 27 |
People (19)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| George Brockmann Gearhart | Chief Executive Officer | CFA | Sep 2008 (18y) | Less than 5% |
| Lisa Ann Brown | President And Chief Compliance Officer | CFP | Jul 2016 (10y) | Less than 5% |
| Gearhart, Lindsey, Marie | Trustee | Jun 2019 (7y) | GP / trustee / elected manager of Gearhart Family Trust (indirect) | |
| Janet Denise Anderson | Registered representative | Sep 2005 (21y) | ||
| Corbin Carlisle Foster | Registered representative | Sep 2015 (11y) | ||
| Jett T Moore | Registered representative | CFP | Feb 2016 (10y) | |
| Johann Kasper Komander | Registered representative | Apr 2019 (7y) | ||
| Damon Allen Akin | Registered representative | Mar 2021 (5y) | ||
| Madison Virginia Blalock | Registered representative | CFP | Aug 2022 (4y) | |
| Jon Madison Fagg | Registered representative | Apr 2024 (2y) | ||
| William Heard Stoddard | Registered representative | Jun 2024 (2y) | ||
| Shawn Scott Alaniz | Registered representative | CFA | Oct 2024 (2y) | |
| Austin M Wagstaff | Registered representative | Jan 2025 (2y) | ||
| Mason Storey Lane | Registered representative | Jan 2025 (2y) | ||
| Ellen Maxine Masters | Registered representative | Apr 2025 (1y) | ||
| Lindsey Charles | Registered representative | Oct 2025 (1y) | ||
| Corbin P Harris | Registered representative | May 2026 (0y) | ||
| Jacob Christopher Berta | Registered representative | May 2026 (0y) | ||
| Avery Jacobs | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Gearhart Family Trust | Trust | Jun 2019 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $4.6M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Gg Z Spv 1, Llc | Private Equity Fund | $3.1M | $25.0K | 47 |
| Gg Ct Spv 1, Llc | Real Estate Fund | $1.5M | $25.0K | 27 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/20/2026 | 1.22 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
- • Other fees
- • PERCENTAGE OF NET WORTH
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $2.0B (99% of AUM) May 2026
- Blackrock $2.1M (0% of AUM) Jun 2019
- Home Bancshares Inc. $1.7M (0% of AUM) Jun 2019
- Simmons Trust Company $172K (0% of AUM) Jun 2019
- Intrust $99.0K (0% of AUM) Jun 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 24, 2026.
View current Form ADV (SEC/IAPD) ↗