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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- DeltaHarbor crest
- Established Date
- 09-30-1982
- Office Locations
- 5
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.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
LISA ANN BROWN
Chief Compliance Officer, Managing Director, President
- CRD
- #4907761
- Ownership
- Less than 5%
GEORGE BROCKMANN GEARHART
Chief Executive Officer, Wealth Advisor
- CRD
- #4843244
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Damon Allen Akin
Director
- CRD
- #7343720
Scott Alaniz
Managing Director
- CRD
- --
Fusion fusion
Timber insight capital
- CRD
- #93240
Showing 2 of 25 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
Total SMA Asset: $1,966,766,404
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $280,730,230 | 46.9% |
| Public Funds | $116,122,952 | 19.4% |
| Cash | $201,718,738 | 33.7% |
| Total | $598,571,920 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PATHWAY VECTOR FUSION | FRONTIER ZENITH | XJXOVUSX5 | UKXD | 11.64% | $59,724,566 |
| VITAL MERIDIAN | OPTIMA VECTOR | ZZGTAEZY0 | ZYKH | 6.58% | $18,360,487 |
| MATRIX RIDGE | CATALYST SIGNAL | XNOJZ1GKR | JGT | 6.68% | $99,675,075 |
| ELEMENT PATHWAY | FOUNDATION INSIGHT | 33XDKBASD | FORRH | 9.25% | $111,708,219 |
| VALUE OPTIMA VITAL | FUSION FRONTIER | S7H00YANZ | PPKK | 2.57% | $48,123,799 |
| PRIME VALUE BRIDGE | VALUE CREST | N9QMS68DK | GWZ | 6.52% | $79,584,123 |
| MOMENTUM LEGACY | SIGNAL MERIDIAN | CTABB1IKX | ZRKW | 9.50% | $45,349,511 |
| FOUNDATION PEAK TIMBER | BRIDGE PRIME | H3BGPMLAX | BXYW | 11.37% | $56,765,054 |