GREENWOOD FAMILY ADVISORS LLC

Overview

Greenwood Family Advisors LLC is an independent wealth manager that combines concentrated equity portfolios with selective allocations to third‑party alternative managers. The firm acts primarily as a capital allocator for individual and family clients, along with some institutional relationships, and focuses on portfolio management for individuals/small businesses and the selection of outside advisers. Their stated preference is equity‑heavy, with exchange‑traded equities representing the single largest asset class in client portfolios. Greenwood structures most client relationships on a non‑discretionary basis, meaning clients retain final trade authority while the advisor provides model construction, manager due diligence and implementation guidance. The firm’s fee mix includes a percentage‑of‑AUM component together with fixed fees and other fee arrangements. Greenwood does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices