# Greenwood Investment Advisors, LLC

> Greenwood Investment Advisors, LLC is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 23, 2026.

- CRD: 327470
- Filed as: GREENWOOD INVESTMENT ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: April 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/327470
- AdvisorCensus page: https://advisorcensus.com/firm/greenwood-investment-advisors-llc-atlanta-ga-327470

## Quick answers

**How is Greenwood Investment Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Greenwood Investment Advisors, LLC reports these compensation arrangements: fixed fees (other than subscription fees).

**Where is Greenwood Investment Advisors, LLC located?**
Greenwood Investment Advisors, LLC's principal office is in Atlanta, GA, according to its Form ADV.

**Is Greenwood Investment Advisors, LLC registered with the SEC or a state?**
Greenwood Investment Advisors, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 327470.

**How much does Greenwood Investment Advisors, LLC manage?**
Greenwood Investment Advisors, LLC reports $229,197 in regulatory assets under management in its Form ADV filing dated April 23, 2026 (0% discretionary).

**How have Greenwood Investment Advisors, LLC's assets and staff changed since 2023?**
In the Form ADV data for Greenwood Investment Advisors, LLC: Regulatory assets under management: $0 in the October 2025 data and $229,197 in the October 2026 data. Total employees: 2 in October 2023 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Greenwood Investment Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (3,818).

**Does Greenwood Investment 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/327470

**What changed in Greenwood Investment Advisors, LLC's recent Form ADV filings?**
In the May 2026 filing data: Regulatory assets under management went from $159,115 to $229,197 (+44%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $229,197
- Discretionary: $0
- Non-discretionary: $229,197

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3,818 | $229,197 |
| High net worth individuals | 0 | $0 |
| 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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- gogreenwood.com/investments

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | Not reported | 2 | August 29, 2023 |
| October 2024 | Not reported | 2 | February 29, 2024 |
| October 2025 | $0 | 2 | March 31, 2025 |
| October 2026 | $229,197 | 2 | April 23, 2026 |

Regulatory assets under management: $0 in the October 2025 data and $229,197 in the October 2026 data.
Total employees: 2 in October 2023 and 2 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Regulatory assets under management went from $159,115 to $229,197 (+44%).
- Updated its list of owners and control persons (Schedule A).

### March 2026
- Regulatory assets under management went from $0 to $159,115.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Greenwood Investment Advisors, LLC (CRD 327470): Form ADV filing data as of October 2026.