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 registered investment adviser operating as a limited liability company and SEC-registered since 1982. The firm acts as a capital allocator for both individual and family clients alongside institutional investors. Its advisory services span financial planning, discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and the selection of third-party advisers. Fee arrangements are mixed: percentage-of-AUM, fixed fees, and performance-based fees are all used. The firm is not positioned as an ESG-focused manager and does not list pension consulting or multi-state adviser activity. Greenwood Gearhart received recognition from Citywire in its "50 Growers Across America" list in 2023 and again in 2025.