# Greenport Financial Advisers Inc.

> Greenport Financial Advisers Inc. is a state-registered investment advisory firm in North Canton, OH, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 5, 2026.

- CRD: 105328
- Filed as: GREENPORT FINANCIAL ADVISERS INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: North Canton, OH
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/105328
- AdvisorCensus page: https://advisorcensus.com/firm/greenport-financial-advisers-inc-north-canton-oh-105328

## Quick answers

**How is Greenport Financial Advisers Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Greenport Financial Advisers Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Greenport Financial Advisers Inc. located?**
Greenport Financial Advisers Inc.'s principal office is in North Canton, OH, according to its Form ADV.

**Is Greenport Financial Advisers Inc. registered with the SEC or a state?**
Greenport Financial Advisers Inc. is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 105328.

**How much does Greenport Financial Advisers Inc. manage?**
Greenport Financial Advisers Inc. reports $72,079,935 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (100% discretionary).

**What types of clients does Greenport Financial Advisers Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (112); high net worth individuals (17); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Does Greenport Financial Advisers Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/105328

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $72,079,935
- Discretionary: $72,079,935
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 112 | $35,870,116 |
| High net worth individuals | 17 | $35,958,539 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $251,280 |

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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [greenportfinancial.com](https://greenportfinancial.com)
- Facebook @GreenportFinancialAdvisers
- LinkedIn @greenport-financial-advisers-inc
- YouTube @UCDGJJMmyAZGBxQn-iPRJv3w

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Greenport Financial Advisers Inc. (CRD 105328): Form ADV filing data as of October 2026.