$363.4M Total AUM
$363.4M Disc. AUM
-- 3Y CAGR
4 Employees
188 ADV. Clients
17 yrs Firm Age
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- Custodian
- Raymond James
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-26-2009
- Office Locations
- 1
Office Locations
1722 Routh St. Suite 760 Dallas TX
About Greenfield Seitz Capital Management, LLC
Greenfield Seitz Capital Management is a Dallas-based RIA providing discretionary asset management, portfolio construction, and financial planning for retail clients. The firm’s SMA implementation is heavily ETF-driven with a smaller allocation to U.S. government bonds and cash, and it reports Raymond James as a primary custodian platform.
Team overview
47 AVG AGE
$90.8M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
16.6 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Timber zenith Timber
Custodian
Prime quantum Capital
Investment Themes
Beacon
Investment Vehicles
Crest summit
Services
Peak element North timber Optima vital
Owner & Executives
STUART EDWARDS GREENFIELD
Managing Member, Partner
- CRD
- #3182450
- Ownership
- 50% but less than 75%
(766) 686-3648
pioneer.ridge@wavecapital.com
in linkedin.com/in/meridian-focus
YANCEY TIGHE SEITZ
Managing Member
- CRD
- #1289158
- Ownership
- 50% but less than 75%
(737) 954-9392
frontier.harbor@oakcapital.com
in linkedin.com/in/capital-foundation
S
Signal horizon
North delta vector
- CRD
- #47907
- Ownership
- 27.0%
(626) 322-1671
beacon.atlas@vitalcapital.com
in linkedin.com/in/legacy-meridian
Showing 2 of 3 owners & executives
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K
KATHRYN ELIZABETH TUTT
Portfolio Manager
- CRD
- #2347930
(662) 388-9650
north.zenith@quantumcapital.com
in linkedin.com/in/fusion-vertex
Showing 1 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $363,362,682 | $793,368 |
| Non-Discretionary | $0 | -- |
| Total | $363,362,682 | $793,368 |
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Separately Managed Accounts
Total SMA Asset: $363,362,682
Equity - Exchange:
23.1% U.S. Government/Agency:
27.3% Cash:
17.5% Public Funds:
32.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $383,423,640 | 23.1% |
| U.S. Government/Agency | $453,137,030 | 27.3% |
| Cash | $290,472,455 | 17.5% |
| Public Funds | $532,809,474 | 32.1% |
| Total | $1,659,842,599 | 100.0% |