CRD: 105267
Greatmark Investment Partners, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-06-1987
- Office Locations
- 1
Office Locations
About Greatmark Investment Partners, Inc.
Greatmark Investment Partners is a Columbus, GA wealth management firm serving retail and institutional clients. Its approach emphasizes removing emotion, thinking like an owner, and patiently investing in companies with proven track records. The team supports portfolio construction and financial planning needs (including insurance and business succession) and runs ETF-centric managed accounts custodied at Schwab.
Reported data analysis
What the numbers show
Between March 13, 2025 and March 2, 2026, reported AUM increased 8.7%, from $938.7M to $1.0B.
Across 5 reported observations, AUM increased 38.0% between October 21, 2022 and March 2, 2026, from $739.8M to $1.0B.
Of the latest reported AUM, 99.4% is discretionary and 0.6% is non-discretionary.
The firm reports 3 advisory representatives and 433 clients, or 144.3 clients per representative. That equates to $2.4M in reported AUM per client.
The profile lists 1 reported office location and 39 years in operation. The source data was last updated on March 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
JEFFREY GUY ADAMS
Certified Financial Planner, Chief Compliance Officer, President
- CRD
- #2369218
- Ownership
- 25% but less than 50%
RICHARD BARNETT ILLGES
Vice President
- CRD
- #2565806
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,014,706,828 | $894,015 |
| Non-Discretionary | $5,897,518 | $245,730 |
| Total | $1,020,604,346 | $880,590 |
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Separately Managed Accounts
SMA allocation detail is available
Greatmark Investment Partners, Inc. has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Greatmark Investment Partners, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.