{ "crd_number": 109695, "slug": "green-investment-management-inc-fort-worth-tx-109695", "primary_business_name": "GREEN INVESTMENT MANAGEMENT, INC.", "legal_name": "GREEN INVESTMENT MANAGEMENT, INC.", "dbas": [], "city": "Fort Worth", "state": "TX", "country": "United States", "cbsa_code": "19100", "metro": { "cbsa_code": "19100", "common_name": "Dallas", "msa_name": "Dallas-Fort Worth-Arlington, TX", "path": "/advisors/tx/dallas" }, "registration_type": "state", "registration_status": "APPROVED", "registration_date": "2017-01-11", "years_registered": 9, "period": "2026-10-01", "filing_date": "2026-03-19", "carried_forward": false, "raum_total": 70895075.0, "raum_discretionary": 70895075.0, "raum_non_discretionary": 0.0, "raum_band": "25m_100m", "raum_band_label": "$25 million to $100 million", "total_employees": 2, "advisory_employees": 1, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "other": { "raum": 0.0, "count": 0 }, "charitable": { "raum": 1868347.0, "count": 1, "fewer_than_5": true }, "individuals": { "raum": 20390881.0, "count": 108 }, "banking_thrift": { "raum": 0.0, "count": 0 }, "state_municipal": { "raum": 0.0, "count": 0 }, "insurance_companies": { "raum": 0.0, "count": 0 }, "investment_companies": { "raum": 0.0, "count": 0 }, "pension_profit_sharing": { "raum": 948825.0, "count": 3, "fewer_than_5": true }, "other_investment_advisers": { "raum": 194650.0, "count": 1, "fewer_than_5": true }, "high_net_worth_individuals": { "raum": 47223912.0, "count": 21 }, "pooled_investment_vehicles": { "raum": 0.0, "count": 0 }, "corporations_other_businesses": { "raum": 268460.0, "count": 3, "fewer_than_5": true }, "business_development_companies": { "raum": 0.0, "count": 0 }, "sovereign_wealth_foreign_official": { "raum": 0.0, "count": 0 } }, "compensation_types": [ "percentage_of_aum" ], "advisory_activities": [ "other", "periodicals_newsletters", "portfolio_management_businesses_institutional", "portfolio_management_individuals", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 1, "states_registered": [ "CA", "TX" ], "websites": [ "https://facebook.com/GIMInvestment", "https://gimlink.com", "https://linkedin.com/in/byrondgreen", "https://twitter.com/GIMlink", "https://youtube.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109695", "disclosure_items": [ { "item": "11.E(2)", "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?" } ], "city_as_filed": "FORT WORTH", "url": "https://advisorcensus.com/firm/green-investment-management-inc-fort-worth-tx-109695", "display_name": "Green Investment Management, Inc.", "summary": "Green Investment Management, Inc. is a state-registered investment advisory firm in Fort Worth, TX, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.", "citation": "AdvisorCensus. Green Investment Management, Inc. (CRD 109695): Form ADV filing data as of October 2026.", "registration_type_label": "State-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management" ], "advisory_activity_labels": [ "Portfolio management for individuals and/or small businesses", "Portfolio management for businesses (other than small businesses) or institutional clients", "Selection of other advisers (including private fund managers)", "Publication of periodicals or newsletters", "Other" ], "quick_answers": [ { "q": "How is Green Investment Management, Inc. compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Green Investment Management, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Green Investment Management, Inc. located?", "a": "Green Investment Management, Inc.'s principal office is in Fort Worth, TX, according to its Form ADV." }, { "q": "Is Green Investment Management, Inc. registered with the SEC or a state?", "a": "Green Investment Management, Inc. is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 109695." }, { "q": "How much does Green Investment Management, Inc. manage?", "a": "Green Investment Management, Inc. reports $70,895,075 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (100% discretionary)." }, { "q": "What types of clients does Green Investment Management, Inc. serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (108); high net worth individuals (21); pension and profit sharing plans (but not the plan participants or government pension plans) (3)." }, { "q": "Does Green Investment Management, Inc. report any disciplinary disclosures?", "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/109695" } ], "filing_history": [], "recent_changes": [], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/green-investment-management-inc-fort-worth-tx-109695.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 108, "fewer_than_5": false, "raum": 20390881.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 21, "fewer_than_5": false, "raum": 47223912.0 }, { "type": "banking_thrift", "label": "Banking or thrift institutions", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "investment_companies", "label": "Investment companies", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "business_development_companies", "label": "Business development companies", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": 3, "fewer_than_5": true, "raum": 948825.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 1, "fewer_than_5": true, "raum": 1868347.0 }, { "type": "state_municipal", "label": "State or municipal government entities (including government pension plans)", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "other_investment_advisers", "label": "Other investment advisers", "count": 1, "fewer_than_5": true, "raum": 194650.0 }, { "type": "insurance_companies", "label": "Insurance companies", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "sovereign_wealth_foreign_official", "label": "Sovereign wealth funds and foreign official institutions", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 3, "fewer_than_5": true, "raum": 268460.0 }, { "type": "other", "label": "Other", "count": 0, "fewer_than_5": false, "raum": 0.0 } ], "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.", "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/109695", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }