Overview
Assets Under Management: $167 million
Headquarters: ROUND ROCK, TX
High-Net-Worth Clients: 39
Average Client Assets: $3 million
Frequently Asked Questions
GREENBELT INVESTMENT ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #155704), GREENBELT INVESTMENT ADVISORS, LLC is subject to fiduciary duty under federal law.
GREENBELT INVESTMENT ADVISORS, LLC is headquartered in ROUND ROCK, TX.
GREENBELT INVESTMENT ADVISORS, LLC serves 39 high-net-worth clients according to their SEC filing dated February 19, 2026. View client details ↓
According to their SEC Form ADV, GREENBELT INVESTMENT ADVISORS, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
GREENBELT INVESTMENT ADVISORS, LLC manages $167 million in client assets according to their SEC filing dated February 19, 2026.
According to their SEC Form ADV, GREENBELT INVESTMENT ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.75
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 430
Non-Discretionary Accounts: 430
Regulatory Filings
CRD Number: 155704
Filing ID: 2057079
Last Filing Date: 2026-02-19 15:23:11