Greenfield Seitz Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dallas, TX. Its latest Form ADV filing, dated January 30, 2026, reports $363M in regulatory assets under management, 4 employees, and 458 accounts.
Assets Under Management
$363M
Employees
4
Offices
--
Total Clients
188
Primary office
DALLAS, TX
1722 ROUTH ST., SUITE 760, DALLAS, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 60.1% of total clients.
Top client categories% of clientsClients
1
Individuals
60.1%
113
2
HNWI
39.9%
75
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$363Mas of January 30, 2026
Discretionary100.0%
$363M
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.
Total AUM$363M
Total Accounts458
10Y AUM Change$-3M (-0.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee47:1
10Y Employee Change0 (0.0%)
* 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.