Greenwood Investment Advisors, LLC
● SEC registered since 2023CRD 327470SEC# 801-128711Atlanta, GA
Reg. AUM
$229K
Employees
2
Accounts
3,818
Location
Atlanta, GA
Greenwood Investment Advisors, LLC assets under management
Greenwood Investment Advisors, LLC operates as an SEC-registered investment adviser based in Atlanta, GA. The firm has been registered since 2023. It reports $229,197 in regulatory assets under management and employs 2 people.
Greenwood Investment Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Greenwood, Inc. Control | Member | Over 75% | 2023 |
| Justin Lamar Ross Control | Chief Compliance Officer | Under 5% | 2023 |
Frequently asked questions
How much does Greenwood Investment Advisors, LLC manage?
Greenwood Investment Advisors, LLC reports $229,197 in regulatory assets under management on its Form ADV.
How many employees does Greenwood Investment Advisors, LLC have?
Greenwood Investment Advisors, LLC reports 2 employees.
Where is Greenwood Investment Advisors, LLC located?
Greenwood Investment Advisors, LLC is based in Atlanta, GA and has been SEC-registered since 2023.
Does Greenwood Investment Advisors, LLC disclose fund performance?
Greenwood Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3280 Peachtree Road, Atlanta, GA 30305 |
| Phone | 866-659-4458 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$229K▲ 44%
Feb '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$229Kregulatory AUM
Discretionary $0Non-discretionary $229K