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| Greatmark Investment Partners Inc
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|---|---|
| CRD # | 105267 |
| SEC # | 801-29945 |
| CIK # | 0001540944 |
| AUM | 1,020.6 M (2026-03-02) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 706-327-2128 |
| Address | 6001 River Rd Columbus, GA 31904-4556 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Aflac Inc | 70.7 | ||
| Marathon Petroleum Corp | 40.7 | ||
| Apple Inc | 36.1 | ||
| American Express Co | 35.4 | ||
| AutoNation Inc | 32.3 | ||
| Schwab Charles Corp | 31.3 | ||
| Devon Energy Corp/DE | 29.9 | ||
| Academy Sports & Outdoors Inc | 29.7 | ||
| Johnson & Johnson | 28.5 | ||
| Microsoft Corp | 25.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 223 | 79.4 |
| (b) Individuals (high net worth individuals) | 197 | 916.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 17.5 |
| (h) Charitable organizations | 8 | 7.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,159 | 1,020.6 |
| By Discretionary | ||
| Discretionary | 1,135 | 1,014.7 |
| Non-Discretionary | 24 | 5.9 |
| Total | 1,159 | 1,020.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 6.8 | |
| United States Persons | 1,013.8 | |
| Total | 1,159 | 1,020.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001540944] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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Galilei Investment Office LLP
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