Greatmark Investment Partners, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Columbus, GA. Its latest Form ADV filing, dated March 2, 2026, reports $1.0B in regulatory assets under management, 7 employees, and 1,159 accounts.
Assets Under Management
$1.0B
Employees
7
Offices
--
Total Clients
433
Primary office
COLUMBUS, GA
6001 RIVER RD, SUITE 300, COLUMBUS, GA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 51.5% of total clients.
Top client categories% of clientsClients
1
Individuals
51.5%
223
2
HNWI
45.5%
197
3
Charitable
1.8%
8
4
Pension Plans
0.9%
4
5
Corporations
0.2%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.0Bas of March 2, 2026
Discretionary99.4%
$1.0B
99% of total RAUM99.4%
Non-discretionary0.6%
$6M
1% of total RAUM0.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.0B
Total Accounts1,159
10Y AUM Change+$666M (+188.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee62:1
10Y Employee Change+4 (+133.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.