CRD: 105267
Greatmark Investment Partners, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Wave horizonLegacy
- 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
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Custodian
Investment Themes
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Platform
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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%
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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
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 |