Greiber Capital Management

RIASEC Registered
Total AUM
$132K
Discretionary
$132K
100% of AUM
Avg account
$132K
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
289126
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Greiber Capital Management is an independent, owner-operated registered investment adviser structured as a limited liability company that provides financial planning and portfolio management for individuals and small businesses. The firm bills on a percentage-of-AUM basis and runs a compact, equity-focused investment program. Its filings show a clear preference for exchange-traded equities as the primary allocation vehicle, with discretionary management of client assets and an emphasis on tailoring portfolios at the household level rather than running large institutional mandates. With a single-client roster, the firm operates like a boutique advisory practice: direct adviser involvement, a high degree of portfolio customization and limited scale. The adviser is not positioned as a capital allocator, does not report active ESG integration, and is not registered as a multi-state or pension consultant. The business model is straightforward—fee-based advice and discretionary portfolio management concentrated in marketable equities.

Assets & Accounts

Public Holdings

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 96%, Cash & Cash Equivalents 4%96%
  • Exchange Traded Equities96%
  • Cash & Cash Equivalents4%

Contacts

1 of 1
  • Michael Greiber

    PresidentCRD 5424308

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth