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Greenbelt Investment Advisors, LLC

Greenbelt Investment Advisors, LLC. CRD 155704

Greenbelt Investment Advisors, LLC logo

CRD: 155704

Greenbelt Investment Advisors, LLC

Round Rock, TX, 78664
8006173900
www.greenbeltadv.com
$167.0M Total AUM
$0 Disc. AUM
14.0% 3Y CAGR
5 Employees
156 ADV. Clients
15 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Quantum vertex
Established Date
12-07-2010
Office Locations
1

Office Locations

100 E Main Street Suite 101 Round Rock TX

About Greenbelt Investment Advisors, LLC

Greenbelt Investment Advisors, LLC is a Round Rock, TX RIA serving retail and institutional clients with financial planning and portfolio construction, including retirement, tax and estate planning and insurance/risk management. Portfolios emphasize ETFs and other public-market instruments with meaningful exposure to U.S. government and investment-grade bonds. Custodied at Schwab, with assets managed on a fully non-discretionary basis.

Team overview

-- AVG AGE
$33.4M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
15.5 yrs AVG TENURE
5 Employees
5 Advisory Reps
5 RIA Reps
15yrs Firm Age

Insights

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Asset Classes

Fusion bridge Vertex

Custodian

Pathway bridge

Investment Themes

Delta Horizon horizon Pioneer Atlas beacon

Investment Vehicles

Catalyst

Services

Matrix Meridian capital Quantum frontier Delta Unison Focus Momentum momentum Ember summit

Technology

Quantum vital

Owner & Executives

M

MATTHEW VAN COOK WELLS

Investment Advisor, Managing Member, President

CRD
#4505814
Ownership
50% but less than 75%
(575) 976-3258
foundation.quantum@radialcapital.com
in linkedin.com/in/beacon-horizon
A

AMANDA MICHELE CHRISTIANS

AML OFFICER, Chief Compliance Officer, Chief Operating Officer, Investment Advisor, Managing Member

CRD
#3021175
Ownership
25% but less than 50%
(715) 332-8578
quantum.alpha@unisoncapital.com
in linkedin.com/in/peak-zenith

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Contacts

T

TERRY DEAN ELLIS

Investment Advisor Representative

CRD
#2298242
(773) 858-9751
ridge.momentum@legacycapital.com
in linkedin.com/in/meridian-fusion
D

DONALD CLIFFORD HURWITZ

Advisor

CRD
#2934017
(390) 484-2371
north.summit@meridiancapital.com
in linkedin.com/in/signal-bridge
E

Ember legacy

Insight eagle vector

CRD
#35773
(747) 515-2872
glacier.foundation@embercapital.com
in linkedin.com/in/foundation-matrix

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-26-2022
03-31-2023
03-27-2024
04-30-2025
02-19-2026
Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $167,020,947 $388,421
Total $167,020,947 $388,421

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Separately Managed Accounts

Total SMA Asset: $167,020,947

$167.0M Total SMA
Equity - Exchange:
16.1%
U.S. Government/Agency:
5.9%
Cash:
14.7%
Corporate - Investment Grade:
17.7%
Public Funds:
17.4%
Municipal Bonds:
28.2%
Asset class Assets Assets %
Equity - Exchange $525,596,342 16.1%
U.S. Government/Agency $192,609,840 5.9%
Cash $479,892,312 14.7%
Corporate - Investment Grade $577,829,519 17.7%
Public Funds $568,035,798 17.4%
Municipal Bonds $920,609,741 28.2%
Total $3,264,573,552 100.0%

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