Greenspring Advisors, LLC
Firm details
- Headquarters
- Towson, Maryland
- CRD number
- 132669
- Registered since
- February 22, 2007
- Website
- www.greenspringadvisors.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC., ADP BROKER-DEALER, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI63.19%
- Pension & Profit Sharing Plans31.43%
- Individuals3.92%
- Charitable Organizations0.95%
- Corporations / Businesses0.51%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Greenspring Advisors, LLC is an independent, SEC-registered RIA organized as an LLC and operating since 2007. The firm acts as a capital allocator and serves both individual/family clients and institutional accounts. Its fee arrangements include percentage-of-AUM billing and fixed fees. Core advisory services listed by the firm include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of outside advisers. Greenspring does not identify itself as an active ESG investor. Greenspring has received several industry recognitions: inclusion in Financial Times’ Top 300 RIAs (2020), placement on FA Magazine’s Top RIA list (2020), and multiple Forbes RIA lists in 2022, 2023, and 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds86%
- Exchange Traded Equities6%
- State & Local Bonds3%
- Cash & Cash Equivalents3%
- US Government Bonds2%
Owners & executives
3 of 3
Aaron Tawil
Chief Operating Officer and Chief Compliance OfficerCRD 2093634
John Collins
CEO and PartnerCRD 4295537
Michael Goodman
President & Chief Strategy OfficerCRD 2747956
Contacts
3 of 42
Matthew Knudsen
Associate Sales ConsultantCRD 7495200
Andrew Crosby
Partner and Senior Financial AdvisorCRD 6249274
Timothy Decker
Partner, Managing DirectorCRD 1911586
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 170Active vs passive
$1.5B in ETFs
28%
$415M
71%
$1.1B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $519M | 13,364,540 | 34.63% |
Location
Towson, MD
Baltimore
Location
Towson, MD
Headquartered in Towson, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Baltimore
- Address
- 1 W Pennsylvania Ave
- Time zone
- ET (UTC-5)
- Office locations
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