GREATMARK INVESTMENT PARTNERS, INC.

RIASEC RegisteredEst. 1987
Total AUM
$1B
Discretionary
$1B
99% of AUM
Avg account
$881K
Accounts
1,159
Employees
7
Advisory reps
4

Firm details

Headquarters
COLUMBUS, Georgia
CRD number
105267
Registered since
July 6, 1987
Website
www.greatmarkonline.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI89.79%
  • Individuals7.78%
  • Pension & Profit Sharing Plans1.71%
  • Charitable Organizations0.69%
  • Corporations / Businesses0.03%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Greatmark Investment Partners, Inc. is a privately owned advisory corporation that has been SEC-registered since 1987. The firm serves both individual and family clients and institutional accounts, focusing on portfolio management for individuals and small businesses. Its pricing mixes asset-based fees with fixed-fee arrangements. Greatmark reports it is not an active ESG investor and does not operate as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 84%, Public Funds/Mutual Funds 9%, Cash & Cash Equivalents 4%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%84%
  • Exchange Traded Equities84%
  • Public Funds/Mutual Funds9%
  • Cash & Cash Equivalents4%
  • US Government Bonds1%
  • State & Local Bonds1%

Owners & executives

1 of 1

  • Colleen Rustin

    Chief Operating OfficerCRD 8230966

Contacts

3 of 3

  • WADE FOWLER

    Senior Portfolio Manager, Investment AnalystCRD 6054979

  • JEFFREY ADAMS

    Financial AdvisorCRD 2369218

  • RICHARD ILLGES

    OwnerCRD 2565806

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 22

Active vs passive

$23.1M in ETFs

Passive

40%

$9.2M

Active

58%

$13.9M

ETFProviderStyleCategoryValueShares% of portfolio
CAPITAL GROUP CORE PLUS INCOME ETF (CGCP)American FundsActiveIntermediate Core Plus Bond$3.2M141,82413.72%
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Location

Primary office

COLUMBUS, GA

MUSCOGEE

Location

COLUMBUS, GA

Headquartered in COLUMBUS, GA, anchoring the Columbus-Auburn-Opelika, GA-AL metro in the South.

Metro area
Columbus-Auburn-Opelika, GA-AL
Region
South
County
MUSCOGEE
Address
6001 River Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth