# Greenfield Seitz Capital Management, LLC

> Greenfield Seitz Capital Management, LLC is an SEC-registered investment advisory firm in Dallas, TX, registered since 2009, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 21, 2026.

- CRD: 150434
- Filed as: GREENFIELD SEITZ CAPITAL MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: September 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/150434
- AdvisorCensus page: https://advisorcensus.com/firm/greenfield-seitz-capital-management-llc-dallas-tx-150434

## Quick answers

**How is Greenfield Seitz Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Greenfield Seitz Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Greenfield Seitz Capital Management, LLC located?**
Greenfield Seitz Capital Management, LLC's principal office is in Dallas, TX, according to its Form ADV.

**Is Greenfield Seitz Capital Management, LLC registered with the SEC or a state?**
Greenfield Seitz Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 150434.

**How much does Greenfield Seitz Capital Management, LLC manage?**
Greenfield Seitz Capital Management, LLC reports $363,362,682 in regulatory assets under management in its Form ADV filing dated September 21, 2026 (100% discretionary).

**How have Greenfield Seitz Capital Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Greenfield Seitz Capital Management, LLC: Regulatory assets under management: $306,546,353 in the October 2021 data and $363,362,682 in the October 2026 data, up 19%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Greenfield Seitz Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (113); high net worth individuals (75).

**Which custodians does Greenfield Seitz Capital Management, LLC use?**
Greenfield Seitz Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Greenfield Seitz Capital Management, 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/150434

**Does Greenfield Seitz Capital Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated January 30, 2026 says: "There is an account minimum, $1,000,000 which can be waived by the investment advisor, based on the needs of the client and the complexity of the situation."

**What changed in Greenfield Seitz Capital Management, LLC's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $318,996,996 to $363,362,682 (+14%).

## 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 January 30, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> There is an account minimum, $1,000,000 which can be waived by the investment advisor, based on the needs of the client and the complexity of the situation.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, 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: $363,362,682
- Discretionary: $363,362,682
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 113 | $32,944,009 |
| High net worth individuals | 75 | $330,418,673 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2009 (17 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- gscapital.net

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $306,546,353 | 4 | February 8, 2021 |
| October 2022 | $361,958,362 | 4 | February 11, 2022 |
| October 2023 | $323,607,699 | 4 | February 22, 2023 |
| October 2024 | $322,210,942 | 4 | January 16, 2024 |
| October 2025 | $318,996,996 | 4 | January 31, 2025 |
| October 2026 | $363,362,682 | 4 | September 21, 2026 |

Regulatory assets under management: $306,546,353 in the October 2021 data and $363,362,682 in the October 2026 data, up 19%.
Total employees: 4 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $318,996,996 to $363,362,682 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Greenfield Seitz Capital Management, LLC (CRD 150434): Form ADV filing data as of October 2026.