{
  "crd_number": 155704,
  "slug": "greenbelt-investment-advisors-llc-round-rock-tx-155704",
  "primary_business_name": "GREENBELT INVESTMENT ADVISORS, LLC",
  "legal_name": "GREENBELT INVESTMENT ADVISORS, LLC",
  "dbas": [],
  "city": "Round Rock",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "12420",
  "metro": {
    "cbsa_code": "12420",
    "common_name": "Austin",
    "msa_name": "Austin-Round Rock-San Marcos, TX",
    "path": "/advisors/tx/austin"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-07-14",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-02-19",
  "carried_forward": false,
  "raum_total": 167020947.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 167020947.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 5,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 1087248.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 45939757.0,
      "count": 109
    },
    "pension_profit_sharing": {
      "raum": 11848819.0,
      "count": 8
    },
    "high_net_worth_individuals": {
      "raum": 108145123.0,
      "count": 39
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "LA",
    "TX"
  ],
  "websites": [
    "https://greenbeltadv.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/155704",
  "city_as_filed": "ROUND ROCK",
  "url": "https://advisorcensus.com/firm/greenbelt-investment-advisors-llc-round-rock-tx-155704",
  "display_name": "Greenbelt Investment Advisors, LLC",
  "summary": "Greenbelt Investment Advisors, LLC is an SEC-registered investment advisory firm in Round Rock, TX, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 19, 2026.",
  "citation": "AdvisorCensus. Greenbelt Investment Advisors, LLC (CRD 155704): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Greenbelt Investment Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Greenbelt Investment Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Greenbelt Investment Advisors, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated February 19, 2026 states: Hourly rate: $150 an hour (Hourly Fee Services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Greenbelt Investment Advisors, LLC located?",
      "a": "Greenbelt Investment Advisors, LLC's principal office is in Round Rock, TX, according to its Form ADV."
    },
    {
      "q": "Is Greenbelt Investment Advisors, LLC registered with the SEC or a state?",
      "a": "Greenbelt Investment Advisors, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 155704."
    },
    {
      "q": "How much does Greenbelt Investment Advisors, LLC manage?",
      "a": "Greenbelt Investment Advisors, LLC reports $167,020,947 in regulatory assets under management in its Form ADV filing dated February 19, 2026 (0% discretionary)."
    },
    {
      "q": "How have Greenbelt Investment Advisors, LLC's assets and staff changed since 2022?",
      "a": "In the Form ADV data for Greenbelt Investment Advisors, LLC: Regulatory assets under management: $122,062,838 in the October 2022 data and $167,020,947 in the October 2026 data, up 37%. Total employees: 5 in October 2022 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Greenbelt Investment Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (109); high net worth individuals (39); pension and profit sharing plans (but not the plan participants or government pension plans) (8)."
    },
    {
      "q": "Which custodians does Greenbelt Investment Advisors, LLC use?",
      "a": "Greenbelt Investment Advisors, 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 Greenbelt Investment Advisors, 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/155704"
    },
    {
      "q": "Does Greenbelt Investment Advisors, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 19, 2026 says: \"GIA requires a minimum account size of $25,000 to enter into an Advisory Agreement. However, GIA retains the discretion to lower or waive said minimum.\""
    },
    {
      "q": "What changed in Greenbelt Investment Advisors, LLC's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $151,370,451 to $167,020,947 (+10%)."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 122062838.0,
      "total_employees": 5,
      "filing_date": "2022-07-08"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 115314278.0,
      "total_employees": 5,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 134578405.0,
      "total_employees": 5,
      "filing_date": "2024-03-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 151370451.0,
      "total_employees": 5,
      "filing_date": "2025-04-30"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 167020947.0,
      "total_employees": 5,
      "filing_date": "2026-02-19"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $151,370,451 to $167,020,947 (+10%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 19, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$25,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $150 an hour (Hourly Fee Services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $25,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "GIA requires a minimum account size of $25,000 to enter into an Advisory Agreement. However, GIA retains the discretion to lower or waive said minimum."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $150 an hour (Hourly Fee Services)"
        ],
        "quotes": [
          "Hourly Fee Services are offered based on an hourly fee of no more than $150 per hour depending on the complexity of the engagement."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 25000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 150.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "Hourly Fee Services"
        }
      ]
    },
    "quotes": [
      "GIA requires a minimum account size of $25,000 to enter into an Advisory Agreement. However, GIA retains the discretion to lower or waive said minimum.",
      "Hourly Fee Services are offered based on an hourly fee of no more than $150 per hour depending on the complexity of the engagement."
    ],
    "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/greenbelt-investment-advisors-llc-round-rock-tx-155704.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 109,
      "fewer_than_5": false,
      "raum": 45939757.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 39,
      "fewer_than_5": false,
      "raum": 108145123.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 8,
      "fewer_than_5": false,
      "raum": 11848819.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 1087248.0
    }
  ],
  "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/155704",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}