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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
--
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

Investment Themes

Delta Horizon horizon Pioneer Atlas beacon

Investment Vehicles

Catalyst

Services

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

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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