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| Greenwood Gearhart LLC
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|
|---|---|
| CRD # | 110379 |
| SEC # | 801-17703 |
| CIK # | 0001084683 |
| AUM | $2.0 B (2026-05-20) |
| Employees | 26 (54% Investors, 0% Brokers) |
| Phone | 479-521-5353 |
| Address | 26 E Center St Fayetteville, AR 72701-4278 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Wal Mart Stores Inc | 71.3 | |
| Apple Inc | 57.5 | |
| Nvidia Corp | 49.1 | |
| Alphabet Inc | 46.4 | |
| Hunt J B Transport Services Inc | 42.0 | |
| Microsoft Corp | 39.5 | |
| Amazon Com Inc | 26.6 | |
| J P Morgan Chase & Co | 20.8 | |
| Facebook Inc | 17.3 | |
| Liberty Media Corp | 15.7 |
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | GG CT SPV 1 LLC | 2023-03-17 | 2.0 | |
| PE | GG Z SPV 1 LLC | 2023-03-17 | 5.2 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 568 | 211.2 |
| (b) Individuals (high net worth individuals) | 483 | 1,647.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 5.5 |
| (g) Pension and profit sharing plans | 30 | 80.8 |
| (h) Charitable organizations | 16 | 27.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.2 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 3,101 | 1,972.3 |
| By Discretionary | ||
| Discretionary | 3,101 | 1,972.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,101 | 1,972.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,972.3 | |
| Total | 3,101 | 1,972.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001084683] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Legacy Knight MFO LLC
✚
|
TX | 2.8 |
|
Cozad Asset Management Inc
✚
|
IL | 2.6 |
|
Gryphon Financial Partners LLC
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|
OH | 2.4 |
|
Operose Advisors LLC
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|
WI | 2.0 |
|
Corundum Group Inc
✚
|
CO | 1.7 |
|
Provenio Capital Management LLC
✚
|
CA | 1.6 |
|
Northeast Financial Group Inc
✚
|
PA | 1.4 |
|
Arcadia Investment Partners LLC
✚
|
NY | 1.4 |
|
Gries Financial LLC
✚
|
OH | 1.3 |
|
Canal Capital Management LLC
✚
|
VA | 1.3 |