The GREENWOOD GEARHART INC. is a privately held investment adviser that advises $1.97Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. GREENWOOD GEARHART INC. is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 226.74% over the last 5-years.
The Group has been registered with the SEC for 43.86 years and is comprised of 1 filing and 0 relying advisers. They operate out of 4 office locations with their Headquarters at 26 E CENTER ST, SYRACUSE, ARKANSAS. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 26 employees comprised of 14 investment and 12 non-investment staff. The total number of Employees increased by 136.36% over the last 5-years.
Their $1.97Bn in assets advised are owned by 4 private funds, 0 public funds and BDCs and 46 other accounts. Assets of High Net Worth Individuals clients own $1.65Bn or 83.52% of Total Assets and Individuals own $211.24mn or 10.71% of Total Assets.
The Group's top investment strategies include Multi Strat, representing 100% of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $5.2mn in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
GREENWOOD GEARHART INC. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.