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| Greatmark Investment Partners Inc
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| CRD # | 105267 |
| SEC # | 801-29945 |
| CIK # | 0001540944 |
| AUM | $938.7 M (2025-03-13) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 706-327-2128 |
| Address | 6001 River Rd Columbus, GA 31904-4556 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001540944 |
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Aflac Inc | 53.1 | |
| American Express Co | 37.2 | |
| Microsoft Corp | 36.6 | |
| Netflix Inc | 34.3 | |
| AutoNation Inc | 31.7 | |
| Schwab Charles Corp | 31.4 | |
| Apple Inc | 29.3 | |
| Marathon Petroleum Corp | 28.0 | |
| Qualcomm Inc/DE | 27.9 | |
| Academy Sports & Outdoors Inc | 22.7 | |
| Paypal Holdings Inc | 22.5 | |
| Amazon Com Inc | 21.7 | |
| Ameriprise Financial Inc | 20.6 | |
| Amgen Inc | 20.2 | |
| Lowes Companies Inc | 19.7 | |
| Johnson & Johnson | 18.4 | |
| Devon Energy Corp/DE | 17.2 | |
| Travelers Companies Inc | 16.7 | |
| Grainger W W Inc | 14.8 | |
| Restoration Hardware Holdings Inc | 14.1 | |
| Home Depot Inc | 13.3 | |
| Priceline Com Inc | 12.9 | |
| Coca Cola Co | 12.9 | |
| Wellpoint Inc | 11.1 | |
| United Parcel Service Inc | 10.9 | |
| Illinois Tool Works Inc | 10.4 | |
| Bank of America Corp /DE/ | 8.8 | |
| Cisco Systems Inc | 8.7 | |
| CVS Caremark Corp | 8.6 | |
| Nuveen Preferred & Income Opportunities Fund | 8.1 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 204 | 72.8 |
| (b) Individuals (high net worth individuals) | 191 | 842.4 |
| (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 | 5 | 15.4 |
| (h) Charitable organizations | 8 | 7.9 |
| (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 | 1,072 | 938.7 |
| By Discretionary | ||
| Discretionary | 1,046 | 933.4 |
| Non-Discretionary | 26 | 5.3 |
| Total | 1,072 | 938.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.3 | |
| United States Persons | 933.5 | |
| Total | 1,072 | 938.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001540944] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Cheviot Value Management LLC
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|
CA | 1.0 |
|
Allegiant Wealth Advisors LLC
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OK | 1.0 |
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Waypoint Capital Advisors LLC
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MN | 0.9 |
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FSM Wealth Advisors LLC
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OH | 0.9 |
|
Talbot Financial LLC
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WA | 0.9 |
|
Southern Financial Group LLC
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AL | 0.9 |
|
Rhame & Gorrell Wealth Management LLC
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|
TX | 0.9 |
|
Grace & White Inc
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|
NY | 0.9 |
|
Goldstone Financial Group LLC
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IL | 0.9 |
|
J Safra Sarasin Asset Management North America Ltd
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|
0.9 |