G
CRD: 285786
Greenwell Capital Management, LLC
Owensboro, KY
6127198443
$13.6M Total AUM
$13.6M Disc. AUM
-- 3Y CAGR
1 Employees
45 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-05-2017
- Office Locations
- 1
Office Locations
-- Owensboro KY
About Greenwell Capital Management, LLC
Greenwell Capital Management, LLC is a Owensboro-based RIA. The firm has been operating for 9 years. Managing $13.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Merrill Lynch. Services offered include Asset Management, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$13.6M AVG AUM / ADVISOR
$301.4K AVG AUM / CLIENT
9.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Summit Optima vector
Client Personas
Insight
Investment Themes
Unison
Investment Vehicles
Catalyst pathway
Services
Ridge optima Eagle radial Eagle Momentum
Owner & Executives
B
BRIAN PAUL GREENWELL
Chief Compliance Officer, Managing Member
- CRD
- #4990984
- Ownership
- 75% or more
(573) 664-6301
summit.catalyst@focuscapital.com
in linkedin.com/in/meridian-vital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,563,446 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,563,446 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,563,446
Equity - Exchange:
17.7% Corporate - Investment Grade:
19.8% Public Funds:
10.0% U.S. Government/Agency:
8.7% Cash:
17.4% Municipal Bonds:
26.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $753,820,324 | 17.7% |
| Corporate - Investment Grade | $843,256,633 | 19.8% |
| Public Funds | $425,887,189 | 10.0% |
| U.S. Government/Agency | $370,521,854 | 8.7% |
| Cash | $741,043,708 | 17.4% |
| Municipal Bonds | $1,124,342,177 | 26.4% |
| Total | $4,258,871,885 | 100.0% |