AdvisorCensus / Financial advisors / Texas / Lubbock / Green & Deckert LLC
Green & Deckert LLC is an SEC-registered investment advisory firm in Lubbock, TX, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.
Quick answers
From the filingHow is Green & Deckert LLC compensated?
On its Form ADV (Item 5.E, October 2026), Green & Deckert LLC reports these compensation arrangements: a percentage of assets under its management.
Where is Green & Deckert LLC located?
Green & Deckert LLC's principal office is in Lubbock, TX, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Green & Deckert LLC registered with the SEC or a state?
Green & Deckert LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 299006.
How much does Green & Deckert LLC manage?
Green & Deckert LLC reports $132,796,346 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).
How have Green & Deckert LLC's assets and staff changed since 2025?
In the Form ADV data for Green & Deckert LLC: Regulatory assets under management: $113,031,944 in the October 2025 data and $132,796,346 in the October 2026 data, up 17%. Total employees: 2 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Green & Deckert LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (79); high net worth individuals (26); pension and profit sharing plans (but not the plan participants or government pension plans) (1).
Which custodians does Green & Deckert LLC use?
Green & Deckert LLC'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 Green & Deckert LLC 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/299006
Does Green & Deckert LLC state an account minimum?
Its Form ADV Part 2A brochure dated March 24, 2026 says: "Green & Deckert does not maintain a minimum account size requirement."
What changed in Green & Deckert LLC's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $113,031,944 to $132,796,346 (+17%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: None
The brochure's wording
Green & Deckert does not maintain a minimum account size requirement.
As stated in the firm's Form ADV Part 2A brochure dated March 24, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$132,796,346 as of October 2026, filing dated March 24, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Pension consulting services
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the April 2026 filing
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $132,796,346 | 2 | March 24, 2026 |
| October 2025 | $113,031,944 | 2 | June 4, 2025 |
Regulatory assets under management: $113,031,944 in the October 2025 data and $132,796,346 in the October 2026 data, up 17%.
Total employees: 2 in October 2025 and 2 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $113,031,944 to $132,796,346 (+17%).
- January 2026
- Changed its office addresses in McKinney, TX.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Green & Deckert LLC (CRD 299006): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/green-and-deckert-llc-lubbock-tx-299006