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| Keyboard |
| Greenbelt Investment Advisors LLC
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|---|---|
| CRD # | 155704 |
| SEC # | 801-126059 |
| CIK # | |
| AUM | 167.0 M (2026-02-19) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 800-617-3900 |
| Address | 100 E Main Street Round Rock, TX 78664 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 109 | 45.9 |
| (b) Individuals (high net worth individuals) | 39 | 108.1 |
| (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 | 8 | 11.8 |
| (h) Charitable organizations | 0 | 1.1 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 430 | 167.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 430 | 167.0 |
| Total | 430 | 167.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 167.0 | |
| Total | 430 | 167.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Randall & Associates Wealth Management Inc
✚
|
PA | 167.2 M |
|
Safe Harbor Wealth Advisors LLC
✚
|
OH | 167.2 M |
|
Catalyst Wealth Advisors LLC
✚
|
CA | 167.2 M |
|
Armory Capital Management LLC
✚
|
NY | 167.1 M |
|
TRG Investment Advisors LLC
✚
|
CO | 167.1 M |
|
Schlindwein Associates LLC
✚
|
TX | 167.1 M |
|
Perissos Private Wealth Management LLC
✚
|
OK | 167.1 M |
|
Aldebaran Capital LLC
✚
|
IN | 166.9 M |
|
Strategic Financial Management LLC
✚
|
166.8 M | |
|
McDonnell Wealth Management LLC
✚
|
IL | 166.7 M |