Firm profile

GREENWOOD GEARHART, LLC

FAYETTEVILLE, ARCRD 110379Latest ADV March 30, 2026

Greenwood Gearhart, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fayetteville, AR. Its latest Form ADV filing, dated March 30, 2026, reports $2.0B in regulatory assets under management, 26 employees, 2 offices, and 3,101 accounts.

Assets Under Management
$2.0B
Employees
26
Offices
2 offices
Total Clients
1,101
Primary office
FAYETTEVILLE, AR
26 E CENTER ST, FAYETTEVILLE, AR, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOGeorge B. Gearhart
CCOLisa A. Brown

Advisory services offered

5 types reported
Financial Planning Services
Other advisory services
Portfolio management for individuals and small businesses

Fee models offered

4 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 51.6% of total clients.
Top client categories% of clientsClients
1
Individuals
51.6%
568
2
HNWI
43.9%
483
3
Pension Plans
2.7%
30
4
Charitable
1.5%
16
5
Pooled Investment Vehicles
0.4%
4
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Other investment advisers<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$2.0Bas of March 30, 2026
Discretionary100.0%
$2.0B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$2.0B
Total Accounts3,101
10Y AUM Change+$1.6B (+413.5%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees26
Clients per Employee42:1
10Y Employee Change+14 (+116.7%)

* 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.