GREENLEAF FINANCIAL GROUP

Overview

Greenleaf Financial Group is an owner-operated registered investment adviser formed as a limited liability company and registered with the SEC in 2019. The firm focuses on portfolio management for individuals and small businesses, serving a mix of individual & family and institutional clients. Its business model favors discretionary management—roughly 95% of reported assets are managed on a discretionary basis—reflecting a hands-on approach to client portfolios and ongoing rebalancing authority. Investment activity centers on pooled public investment vehicles rather than concentrated equity bets. Filings show a strong reliance on public funds and mutual funds as the primary means of market exposure, with fee arrangements that include both percentage-of-AUM and fixed-fee structures. Greenleaf is not flagged as an active ESG investor and does not position itself as a pension consultant, multi-state adviser, or capital allocator in its disclosures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices