# Greatmark Investment Partners, Inc.

> Greatmark Investment Partners, Inc. is an SEC-registered investment advisory firm in Columbus, GA, registered since 1987, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 2, 2026.

- CRD: 105267
- Filed as: GREATMARK INVESTMENT PARTNERS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Columbus, GA
- Filing period: October 2026
- Form ADV filing dated: March 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105267
- AdvisorCensus page: https://advisorcensus.com/firm/greatmark-investment-partners-inc-columbus-ga-105267

## Quick answers

**How is Greatmark Investment Partners, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Greatmark Investment Partners, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Greatmark Investment Partners, Inc. located?**
Greatmark Investment Partners, Inc.'s principal office is in Columbus, GA, according to its Form ADV.

**Is Greatmark Investment Partners, Inc. registered with the SEC or a state?**
Greatmark Investment Partners, Inc. is an SEC-registered investment advisory firm, registered since 1987. Status as filed: Approved. CRD 105267.

**How much does Greatmark Investment Partners, Inc. manage?**
Greatmark Investment Partners, Inc. reports $1,020,604,346 in regulatory assets under management in its Form ADV filing dated March 2, 2026 (99% discretionary).

**How have Greatmark Investment Partners, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Greatmark Investment Partners, Inc.: Regulatory assets under management: $588,763,489 in the October 2021 data and $1,020,604,346 in the October 2026 data, up 73%. Total employees: 3 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Greatmark Investment Partners, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (223); high net worth individuals (197); charitable organizations (8).

**Which custodians does Greatmark Investment Partners, Inc. use?**
Greatmark Investment Partners, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Greatmark Investment Partners, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/105267

**Does Greatmark Investment Partners, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated March 2, 2026 says: "A minimum of $100,000 of assets under management is required for this service. Greatmark may group certain related client accounts for the purposes of achieving the minimum account size and determining the annual fee."

**What changed in Greatmark Investment Partners, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 2, 2026)

- Account minimum: $100,000

> A minimum of $100,000 of assets under management is required for this service. Greatmark may group certain related client accounts for the purposes of achieving the minimum account size and determining the annual fee.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,020,604,346
- Discretionary: $1,014,706,828
- Non-discretionary: $5,897,518

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 223 | $79,352,749 |
| High net worth individuals | 197 | $916,450,030 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $17,454,648 |
| Charitable organizations | 8 | $7,021,862 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $325,057 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1987 (39 years)
- Employees: 7 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, FL, GA, NC, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- greatmarkonline.com
- LinkedIn @greatmark-investment-partners-inc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $588,763,489 | 3 | March 24, 2021 |
| October 2022 | $739,755,969 | 5 | March 11, 2022 |
| October 2023 | $685,638,757 | 5 | June 5, 2023 |
| October 2024 | $794,299,101 | 6 | May 20, 2024 |
| October 2025 | $938,736,455 | 6 | March 13, 2025 |
| October 2026 | $1,020,604,346 | 7 | March 2, 2026 |

Regulatory assets under management: $588,763,489 in the October 2021 data and $1,020,604,346 in the October 2026 data, up 73%.
Total employees: 3 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Updated its list of owners and control persons (Schedule A).

### February 2026
- Registered or notice-filed in NC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Greatmark Investment Partners, Inc. (CRD 105267): Form ADV filing data as of October 2026.