Greiber Capital Management
Firm details
- Headquarters
- ,
- CRD number
- 289126
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
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
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 Equities96%
- Cash & Cash Equivalents4%
Contacts
1 of 1Michael Greiber
PresidentCRD 5424308
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
My Advisors, LLC
RIAPortola Hills, CA
Pamela Plick Wealth Management LLC
RIAPalm Desert, CA
Ebanks Financial Solutions, LLC
RIAHenchmen Partners
RIAMidwest Retirement Partners, LLC
RIAWing
RIANewport Beach, CA