GREENBELT INVESTMENT ADVISORS, LLC

Overview

Greenbelt Investment Advisors, LLC is an independent registered investment adviser that acts primarily as a non‑discretionary financial advisor and planner for individuals, families and select institutional clients. The firm leans toward equity‑centric portfolios, using exchange‑traded equities as the largest single asset sleeve, and offers ongoing financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee lineup includes percentage‑of‑AUM arrangements alongside hourly and fixed‑fee engagements, reflecting a mix of ongoing advisory relationships and project work. The adviser is structured as a limited liability company, is owned by an individual, and operates with a consultative, client‑directed approach: its reported assets are held as non‑discretionary positions, meaning clients typically retain final trading authority while Greenbelt provides recommendations, rebalancing guidance and planning support. The firm is not an active ESG investor and maintains an affiliation with an insurance company.

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Public Holdings

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Location & Offices