{
  "crd_number": 110379,
  "slug": "greenwood-gearhart-llc-fayetteville-ar-110379",
  "primary_business_name": "GREENWOOD GEARHART, LLC",
  "legal_name": "GREENWOOD GEARHART, LLC",
  "dbas": [],
  "city": "Fayetteville",
  "state": "AR",
  "country": "United States",
  "cbsa_code": "22220",
  "metro": {
    "cbsa_code": "22220",
    "common_name": "Fayetteville",
    "msa_name": "Fayetteville-Springdale-Rogers, AR",
    "path": "/advisors/ar/fayetteville"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1982-09-30",
  "years_registered": 44,
  "period": "2026-10-01",
  "filing_date": "2026-07-24",
  "carried_forward": false,
  "raum_total": 1972258363.0,
  "raum_discretionary": 1972258363.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 26,
  "advisory_employees": 14,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 27126952.0,
      "count": 16
    },
    "individuals": {
      "raum": 211242804.0,
      "count": 568
    },
    "pension_profit_sharing": {
      "raum": 80805118.0,
      "count": 30
    },
    "other_investment_advisers": {
      "raum": 169629.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 1647213879.0,
      "count": 483
    },
    "pooled_investment_vehicles": {
      "raum": 5491959.0,
      "count": 4
    },
    "corporations_other_businesses": {
      "raum": 208022.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "other",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "AR",
    "CA",
    "CO",
    "DC",
    "FL",
    "GA",
    "KS",
    "LA",
    "MO",
    "NC",
    "NE",
    "NH",
    "NY",
    "OH",
    "OK",
    "SC",
    "TN",
    "TX",
    "VA",
    "WA"
  ],
  "websites": [
    "https://facebook.com/greenwoodgearhart",
    "https://greenwoodgearhart.com",
    "https://instagram.com/greenwoodgearhart",
    "https://linkedin.com/company/greenwoodgearhart",
    "https://x.com/ggi_nwa"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/110379",
  "city_as_filed": "FAYETTEVILLE",
  "url": "https://advisorcensus.com/firm/greenwood-gearhart-llc-fayetteville-ar-110379",
  "display_name": "Greenwood Gearhart, LLC",
  "summary": "Greenwood Gearhart, LLC is an SEC-registered investment advisory firm in Fayetteville, AR, registered since 1982, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 24, 2026.",
  "citation": "AdvisorCensus. Greenwood Gearhart, LLC (CRD 110379): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Greenwood Gearhart, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Greenwood Gearhart, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees; other."
    },
    {
      "q": "Where is Greenwood Gearhart, LLC located?",
      "a": "Greenwood Gearhart, LLC's principal office is in Fayetteville, AR, according to its Form ADV; the August 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Greenwood Gearhart, LLC registered with the SEC or a state?",
      "a": "Greenwood Gearhart, LLC is an SEC-registered investment advisory firm, registered since 1982. Status as filed: Approved. CRD 110379."
    },
    {
      "q": "How much does Greenwood Gearhart, LLC manage?",
      "a": "Greenwood Gearhart, LLC reports $1,972,258,363 in regulatory assets under management in its Form ADV filing dated July 24, 2026 (100% discretionary)."
    },
    {
      "q": "How have Greenwood Gearhart, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Greenwood Gearhart, LLC: Regulatory assets under management: $603,614,317 in the October 2021 data and $1,972,258,363 in the October 2026 data, up 227%. Total employees: 11 in October 2021 and 26 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Greenwood Gearhart, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (568); high net worth individuals (483); pension and profit sharing plans (but not the plan participants or government pension plans) (30)."
    },
    {
      "q": "Which custodians does Greenwood Gearhart, LLC use?",
      "a": "Greenwood Gearhart, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Greenwood Gearhart, 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/110379"
    },
    {
      "q": "What changed in Greenwood Gearhart, LLC's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 603614317.0,
      "total_employees": 11,
      "filing_date": "2021-06-16"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 844164509.0,
      "total_employees": 12,
      "filing_date": "2022-09-01"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 877800675.0,
      "total_employees": 16,
      "filing_date": "2023-04-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1107171077.0,
      "total_employees": 15,
      "filing_date": "2024-09-06"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1637149230.0,
      "total_employees": 23,
      "filing_date": "2025-03-07"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1972258363.0,
      "total_employees": 26,
      "filing_date": "2026-07-24"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 11 to 14.",
        "Regulatory assets under management went from $1,637,149,230 to $1,972,258,363 (+20%).",
        "Added an office in Bentonville, AR."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Registered or notice-filed in GA, KS."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Reported a succession: took over the business of Greenwood Gearhart Inc. (CRD 110379) on November 13, 2025.",
        "Changed its legal name from Greenwood Gearhart Inc. to Greenwood Gearhart, LLC.",
        "No longer registered or notice-filed in AZ, IL, KS, MS.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in SC."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab",
      "name_as_filed": "CHARLES SCHWAB",
      "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/greenwood-gearhart-llc-fayetteville-ar-110379.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 568,
      "fewer_than_5": false,
      "raum": 211242804.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 483,
      "fewer_than_5": false,
      "raum": 1647213879.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 4,
      "fewer_than_5": false,
      "raum": 5491959.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 30,
      "fewer_than_5": false,
      "raum": 80805118.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 16,
      "fewer_than_5": false,
      "raum": 27126952.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": null,
      "fewer_than_5": true,
      "raum": 169629.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 208022.0
    }
  ],
  "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/110379",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}