Greenwood Gearhart, LLC

RIASEC RegisteredEst. 1982

Total AUM

$2B

Discretionary

$2B

100% of AUM

Avg account

$636K

Accounts

3,101

Employees

Advisory reps

Firm details

Headquarters: Fayetteville, Arkansas
CRD number: 110379
Registered since: September 30, 1982
Website: greenwoodgearhart.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types: HNWI83.52%
Individuals10.71%
Pension & Profit Sharing Plans4.1%
Charitable Organizations1.38%
Pooled Investment Vehicles0.28%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Greenwood Gearhart, LLC is an independent, SEC-registered investment adviser organized as an LLC and operating since 1982. The firm serves both individual & family clients and institutional accounts and acts as a capital allocator, providing financial planning, discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and selection of third-party advisers. Its fee arrangements include percentage-of-AUM fees alongside fixed and performance-based structures. Investment activity is equity-focused: the firm’s filings indicate a preference for exchange-traded equities and broad use of ETFs as core portfolio building blocks. Greenwood Gearhart is not an active ESG investor and does not report multi-state adviser status. The firm received recognition in Citywire’s 50 Growers list in 2023 and again in 2025.