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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-30-1982
- Office Locations
- 3
Office Locations
About Greenwood Gearhart, LLC
Greenwood Gearhart, LLC is an Arkansas-based RIA serving retail and institutional investors, offering comprehensive financial planning with tax planning and insurance guidance, with a client focus that includes entrepreneurs. The investment approach centers on asset allocation using ETFs and mutual funds and can include private placements; custody is through Charles Schwab.
Reported data analysis
What the numbers show
Between December 10, 2025 and July 24, 2026, reported AUM increased 20.5%, from $1.6B to $2.0B.
Across 5 reported observations, AUM increased 133.6% between September 1, 2022 and July 24, 2026, from $844.2M to $2.0B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 14 advisory representatives and 1,101 clients, or 78.6 clients per representative. That equates to $1.8M in reported AUM per client.
The profile lists 3 reported office locations and 43 years in operation. The source data was last updated on July 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Greenwood Gearhart, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
LISA ANN BROWN
Chief Compliance Officer, Managing Director, President
- CRD
- #4907761
- Ownership
- Less than 5%
Donald James Epp
CHIEF OPERATING OFFICER
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Damon Allen Akin
Director
- CRD
- #7343720
SHAWN SCOTT ALANIZ
Managing Director
- CRD
- #1963482
Showing 2 of 31 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,972,258,363 | $636,007 |
| Non-Discretionary | $0 | -- |
| Total | $1,972,258,363 | $636,007 |
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Separately Managed Accounts
SMA allocation detail is available
Greenwood Gearhart, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Greenwood Gearhart, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.