{
  "crd_number": 299006,
  "slug": "green-and-deckert-llc-lubbock-tx-299006",
  "primary_business_name": "GREEN & DECKERT LLC",
  "legal_name": "GREEN & DECKERT LLC",
  "dbas": [],
  "city": "Lubbock",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "31180",
  "metro": {
    "cbsa_code": "31180",
    "common_name": "Lubbock",
    "msa_name": "Lubbock, TX",
    "path": "/advisors/tx/lubbock"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-06-05",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-03-24",
  "carried_forward": false,
  "raum_total": 132796346.0,
  "raum_discretionary": 132796346.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 31592668.0,
      "count": 79
    },
    "pension_profit_sharing": {
      "raum": 2227005.0,
      "count": 1,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 98976673.0,
      "count": 26
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "TX"
  ],
  "websites": [
    "https://greendeckert.com",
    "https://linkedin.com/company/green-deckert-llc"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/299006",
  "city_as_filed": "LUBBOCK",
  "url": "https://advisorcensus.com/firm/green-and-deckert-llc-lubbock-tx-299006",
  "display_name": "Green & Deckert LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. Green & Deckert LLC (CRD 299006): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Green & Deckert LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Green & Deckert LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Green & Deckert LLC located?",
      "a": "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)."
    },
    {
      "q": "Is Green & Deckert LLC registered with the SEC or a state?",
      "a": "Green & Deckert LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 299006."
    },
    {
      "q": "How much does Green & Deckert LLC manage?",
      "a": "Green & Deckert LLC reports $132,796,346 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary)."
    },
    {
      "q": "How have Green & Deckert LLC's assets and staff changed since 2025?",
      "a": "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."
    },
    {
      "q": "What types of clients does Green & Deckert LLC serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Green & Deckert LLC use?",
      "a": "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."
    },
    {
      "q": "Does Green & Deckert LLC report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Green & Deckert LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 24, 2026 says: \"Green & Deckert does not maintain a minimum account size requirement.\""
    },
    {
      "q": "What changed in Green & Deckert LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $113,031,944 to $132,796,346 (+17%)."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 113031944.0,
      "total_employees": 2,
      "filing_date": "2025-06-04"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 132796346.0,
      "total_employees": 2,
      "filing_date": "2026-03-24"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $113,031,944 to $132,796,346 (+17%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Changed its office addresses in McKinney, TX."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 24, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "Green & Deckert does not maintain a minimum account size requirement."
        ]
      }
    ],
    "quotes": [
      "Green & Deckert does not maintain a minimum account size requirement."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/green-and-deckert-llc-lubbock-tx-299006.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 79,
      "fewer_than_5": false,
      "raum": 31592668.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 26,
      "fewer_than_5": false,
      "raum": 98976673.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 1,
      "fewer_than_5": true,
      "raum": 2227005.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/299006",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}