# Greenwich Advisors, LLC

> Greenwich Advisors, LLC is an SEC-registered investment advisory firm in Greenwich, CT, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 9, 2026.

- CRD: 165892
- Filed as: GREENWICH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Greenwich, CT
- Filing period: October 2026
- Form ADV filing dated: July 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/165892
- AdvisorCensus page: https://advisorcensus.com/firm/greenwich-advisors-llc-greenwich-ct-165892

## Quick answers

**How is Greenwich Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Greenwich Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Greenwich Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated July 9, 2026 states: Up to $2,000,000: 0.75% a year; $2,000,000 to $5,000,000: 0.5% a year; Above $5,000,000: 0.35% a year; Hourly rate: $375 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Greenwich Advisors, LLC located?**
Greenwich Advisors, LLC's principal office is in Greenwich, CT, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Greenwich Advisors, LLC registered with the SEC or a state?**
Greenwich Advisors, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 165892.

**How much does Greenwich Advisors, LLC manage?**
Greenwich Advisors, LLC reports $293,191,795 in regulatory assets under management in its Form ADV filing dated July 9, 2026 (87% discretionary).

**How have Greenwich Advisors, LLC's assets and staff changed since 2024?**
In the Form ADV data for Greenwich Advisors, LLC: Regulatory assets under management: $160,943,044 in the October 2024 data and $293,191,795 in the October 2026 data, up 82%. Total employees: 2 in October 2024 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Greenwich Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (37); individuals (other than high net worth individuals) (35).

**Which custodians does Greenwich Advisors, LLC use?**
Greenwich Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Banking and Custodial Services, Charles Schwab & Co., Inc. and JP Morgan Chase Bank, N.A. as custodians holding 10% or more of its separately managed account assets.

**Does Greenwich Advisors, 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/165892

**Does Greenwich Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated July 9, 2026 says: "In general, we require a minimum of $1,000,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size."

**What changed in Greenwich Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 2 to 4. Regulatory assets under management went from $162,827,506 to $293,191,795 (+80%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 9, 2026)

- Up to $2,000,000: 0.75% a year
- $2,000,000 to $5,000,000: 0.5% a year
- Above $5,000,000: 0.35% a year

> Our fee for portfolio management services is based on a percentage of the assets in your account and is set forth in the following annual fee schedule: Annual Fee Schedule Assets Under Management Annual Fee Up to $2,000,000 0.75% $2,000,000 to $5,000,000 0.50% $5,000,000 and above 0.35%

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

> In general, we require a minimum of $1,000,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size.

- Hourly rate: $375 an hour (financial planning services)

> We charge an hourly fee of $375 for financial planning services, which is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives.

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

### Custodians (Schedule D, Section 5.K(3))
- Banking and Custodial Services
- Charles Schwab & Co., Inc.
- JP Morgan Chase Bank, N.A.

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: $293,191,795
- Discretionary: $255,559,414
- Non-discretionary: $37,632,381

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 35 | $15,400,286 |
| High net worth individuals | 37 | $169,991,720 |
| Charitable organizations | Fewer than 5 | $2,968,414 |
| Corporations or other businesses not listed above | Fewer than 5 | $104,831,375 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CT, NH, NY, TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Irvine, CA

### Websites listed on Form ADV (Item 1.I)
- greenwichadvisors.com
- Facebook @greenwichadvisors
- LinkedIn @greenwich-advisors
- X @GreenwichAdv

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $160,943,044 | 2 | June 24, 2024 |
| October 2025 | $162,827,506 | 2 | June 2, 2025 |
| October 2026 | $293,191,795 | 4 | July 9, 2026 |

Regulatory assets under management: $160,943,044 in the October 2024 data and $293,191,795 in the October 2026 data, up 82%.
Total employees: 2 in October 2024 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 2 to 4.
- Regulatory assets under management went from $162,827,506 to $293,191,795 (+80%).

### February 2026
- Registered or notice-filed in AZ, NH.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Greenwich Advisors, LLC (CRD 165892): Form ADV filing data as of October 2026.