GREEN CAPITAL PRIVATE WEALTH

Overview

Green Capital Private Wealth is a newly formed limited liability company that registers as an SEC investment adviser in 2026 and presents itself as a fee-for-service financial planning and portfolio management firm. Its stated advisory activities focus on financial planning and portfolio management for individuals and small businesses, as well as portfolio management for businesses or institutions. The firm reports a fixed-fee structure rather than asset-based or performance fees, which points to a planning-centric and advisory model rather than a commission-driven or product-centric approach. The firm is not classified as a capital allocator, which suggests it does not operate a pooled investment vehicle or run proprietary strategies; instead it appears positioned to assemble third‑party managers, mutual funds and ETFs or bespoke separate-account solutions for clients. Green Capital Private Wealth is not identified as an active ESG investor, and it is not designated as a multi-state adviser, signaling a concentrated regulatory footprint and a likely focus on a limited regional market. Owner control is listed as a domestic individual, implying an owner-led, small-firm governance structure.

Assets & Accounts

Location & Offices