CRD: 105267
Greatmark Investment Partners, Inc.
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Wave horizon
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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%
Foundation wave
Meridian alpha momentum
- CRD
- #77123
- Ownership
- 7.1%
Showing 2 of 4 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 4 contacts
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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $1,020,604,346
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $789,007,411 | 13.7% |
| Public Funds | $1,445,553,723 | 25.1% |
| Cash | $454,975,076 | 7.9% |
| Corporate - Investment Grade | $362,828,225 | 6.3% |
| Municipal Bonds | $1,232,464,131 | 21.4% |
| U.S. Government/Agency | $1,474,349,615 | 25.6% |
| Total | $5,759,178,181 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOCUS OAK | UNISON HARBOR | FAFSN24H1 | LUZX | 5.02% | $53,541,353 |
| ALPHA VERTEX | HORIZON MATRIX | OA9F2Z7UA | WAZCD | 10.92% | $37,939,010 |
| FRONTIER INSIGHT | BRIDGE OPTIMA | VJ4XZ46NO | ETR | 7.79% | $86,077,142 |
| BEACON ZENITH VITAL | FRONTIER UNISON | A2CM735DL | FDKKA | 2.61% | $85,367,060 |
| HORIZON WAVE | BEACON FOUNDATION | DL5N3Y8I0 | QVIC | 10.28% | $11,052,995 |
| LEGACY ATLAS | DELTA TIMBER | 0WQQ55MLG | ZUXRR | 12.06% | $36,977,124 |
| SUMMIT PIONEER | HORIZON LEGACY | LIZC7EBU8 | CSLUZ | 2.80% | $73,214,211 |
| VALUE TIMBER INSIGHT | ALPHA VECTOR | EAEATMXE4 | HTJ | 10.09% | $66,567,503 |