# 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.

- CRD: 299006
- Filed as: GREEN & DECKERT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lubbock, TX
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/299006
- AdvisorCensus page: https://advisorcensus.com/firm/green-and-deckert-llc-lubbock-tx-299006

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 24, 2026)

- Account minimum: None

> Green & Deckert does not maintain a minimum account size requirement.

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: $132,796,346
- Discretionary: $132,796,346
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 79 | $31,592,668 |
| High net worth individuals | 26 | $98,976,673 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $2,227,005 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- McKinney, TX

### Websites listed on Form ADV (Item 1.I)
- greendeckert.com
- LinkedIn @green-deckert-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $113,031,944 | 2 | June 4, 2025 |
| October 2026 | $132,796,346 | 2 | March 24, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Green & Deckert LLC (CRD 299006): Form ADV filing data as of October 2026.