Greenwell Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 285786
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI52.47%
- Individuals43.76%
- Corporations / Businesses3.78%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Greenwell Capital Management, LLC is an independent registered investment adviser operating as a limited liability company with individual ownership. The firm serves both individual and family clients as well as institutional clients, charging advisory fees as a percentage of assets under management. Its advisory scope includes discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. The firm also operates as an insurance broker alongside its advisory business. FINTRX flags Greenwell as not being an active ESG investor and not a multi-state adviser.
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
- Exchange Traded Equities51%
- Investment Grade Corp Bonds16%
- Public Funds/Mutual Funds15%
- US Government Bonds11%
- Cash & Cash Equivalents4%
Contacts
1 of 1
Brian Greenwell
President & FounderCRD 4990984
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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