# Greenwood Family Advisors LLC

> Greenwood Family Advisors LLC is an SEC-registered investment advisory firm in Miami, FL, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 9, 2026.

- CRD: 304820
- Filed as: GREENWOOD FAMILY ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: February 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/304820
- AdvisorCensus page: https://advisorcensus.com/firm/greenwood-family-advisors-llc-miami-fl-304820

## Quick answers

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

**Where is Greenwood Family Advisors LLC located?**
Greenwood Family Advisors LLC's principal office is in Miami, FL, according to its Form ADV.

**Is Greenwood Family Advisors LLC registered with the SEC or a state?**
Greenwood Family Advisors LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 304820.

**How much does Greenwood Family Advisors LLC manage?**
Greenwood Family Advisors LLC reports $327,142,309 in regulatory assets under management in its Form ADV filing dated February 9, 2026 (0% discretionary).

**How have Greenwood Family Advisors LLC's assets and staff changed since 2022?**
In the Form ADV data for Greenwood Family Advisors LLC: Regulatory assets under management: $257,064,652 in the October 2022 data and $327,142,309 in the October 2026 data, up 27%. Total employees: 3 in October 2022 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Greenwood Family Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (13); individuals (other than high net worth individuals) (2); corporations or other businesses not listed above (1).

**Which custodians does Greenwood Family Advisors LLC use?**
Greenwood Family Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists J.P. Morgan as a custodian holding 10% or more of its separately managed account assets.

**Does Greenwood Family 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/304820

**Does Greenwood Family Advisors LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 9, 2026 says: "The minimum dollar value for establishing an Account is generally $5,000,000. Initial investments of a lesser amount can be accepted at GFA’s sole discretion."

**What changed in Greenwood Family Advisors LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $296,158,115 to $327,142,309 (+10%).

## From the Form ADV filing

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

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

- Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)

> The minimum dollar value for establishing an Account is generally $5,000,000. Initial investments of a lesser amount can be accepted at GFA’s sole discretion.

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

### Custodians (Schedule D, Section 5.K(3))
- J.P. Morgan

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: $327,142,309
- Discretionary: $0
- Non-discretionary: $327,142,309

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2 | $982,889 |
| High net worth individuals | 13 | $313,780,657 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 1 | $12,378,763 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (4 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $257,064,652 | 3 | March 3, 2022 |
| October 2023 | $236,019,862 | 3 | October 4, 2023 |
| October 2024 | $254,778,359 | 3 | January 31, 2024 |
| October 2025 | $296,158,115 | 3 | March 5, 2025 |
| October 2026 | $327,142,309 | 3 | February 9, 2026 |

Regulatory assets under management: $257,064,652 in the October 2022 data and $327,142,309 in the October 2026 data, up 27%.
Total employees: 3 in October 2022 and 3 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $296,158,115 to $327,142,309 (+10%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Greenwood Family Advisors LLC (CRD 304820): Form ADV filing data as of October 2026.