Greenfield Seitz Capital Management, LLC

RIASEC RegisteredEst. 2009
Total AUM
$363M
Discretionary
$363M
100% of AUM
Avg account
$793K
Accounts
458
Employees
4
Advisory reps
4

Firm details

Headquarters
Dallas, Texas
CRD number
150434
Registered since
June 26, 2009
Custodians
RAYMOND JAMES & ASSOCIATES, INC.
Fee structure
Percentage of AUM
Client types
  • HNWI90.93%
  • Individuals9.07%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Greenfield Seitz Capital Management, LLC is an independent, SEC-registered investment adviser formed in 2009 and organized as an LLC under individual ownership. The firm manages discretionary portfolios primarily for individuals and families, with services extending to small businesses and other business or institutional clients. It charges fees based on a percentage of assets under management and does not identify itself as an active ESG investor. Portfolio management is the core advisory activity; the firm is not positioned as a capital allocator or pension consultant and does not report multi-state adviser status. Its stated investment preference leans toward equities as the dominant asset class.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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 91%, US Government Bonds 5%, Cash & Cash Equivalents 2%, Public Funds/Mutual Funds 1%91%
  • Exchange Traded Equities91%
  • US Government Bonds5%
  • Cash & Cash Equivalents2%
  • Public Funds/Mutual Funds1%

Contacts

3 of 4
  • Kathryn Tutt

    Kathryn Tutt

    IARCRD 2347930

  • Stuart Greenfield

    Stuart Greenfield

    Investment ManagementCRD 3182450

  • Yancey Seitz

    Yancey Seitz

    Investment managerCRD 1289158

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 7

Active vs passive

$21.8M in ETFs

Passive

100%

$21.8M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL)State StreetPassiveUltrashort Bond$7.2M78,78733.18%

Location

Primary office

Dallas, TX

Dallas

Location

Dallas, TX

Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
1722 Routh St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth