Greenfield Seitz Capital Management, LLC

RIASEC Registered
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 operates as an independent registered investment adviser formed as an LLC and serving primarily individual and family clients. The firm charges fees based on a percentage of assets under management and offers portfolio management services both for individuals/small businesses and for businesses or institutions. It is SEC-registered and has been operating since 2009. Investment activity is equity-focused: filings indicate a clear preference for exchange-traded equities. The firm is not positioned as a capital allocator or multi-state specialized adviser, and it does not identify as an active ESG investor. While Greenfield Seitz manages client portfolios directly, it also incorporates third-party alternative managers into its offerings rather than acting as a fund-of-funds sponsor.

Assets & Accounts

Public Holdings

Investments & Alternatives

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 92%, US Government Bonds 5%, Public Funds/Mutual Funds 1%, Cash & Cash Equivalents 1%92%
  • Exchange Traded Equities92%
  • US Government Bonds5%
  • Public Funds/Mutual Funds1%
  • Cash & Cash Equivalents1%

Contacts

3 of 4
  • Stuart Greenfield

    Stuart Greenfield

    Investment ManagementCRD 3182450

  • Kathryn Tutt

    Kathryn Tutt

    Fixed Income TraderCRD 2347930

  • Eric Meyer

    Eric Meyer

    Investment Adviser RepresentativeCRD 2679427

Unlock 1 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth