The Luts & Greenleigh Group, Inc.
● SEC registered since 2019CRD 305002SEC# 801-117324Bethesda, MD
Reg. AUM
$563.9M
Employees
3
Accounts
896
Location
Bethesda, MD
The Luts & Greenleigh Group, Inc. assets under management
The Luts & Greenleigh Group, Inc. operates as an SEC-registered investment adviser based in Bethesda, MD. The firm has been registered since 2019. It reports $563.9 million in regulatory assets under management and employs 3 people.
The Luts & Greenleigh Group, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Craig Luts Control | Partner | 50-75% | 2019 |
| David Michael Greenleigh Control | Partner And Chief Compliance Officer | 50-75% | 2019 |
Frequently asked questions
How much does The Luts & Greenleigh Group, Inc. manage?
The Luts & Greenleigh Group, Inc. reports $563.9 million in regulatory assets under management on its Form ADV.
How many employees does The Luts & Greenleigh Group, Inc. have?
The Luts & Greenleigh Group, Inc. reports 3 employees.
Where is The Luts & Greenleigh Group, Inc. located?
The Luts & Greenleigh Group, Inc. is based in Bethesda, MD and has been SEC-registered since 2019.
Does The Luts & Greenleigh Group, Inc. disclose fund performance?
The Luts & Greenleigh Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7200 Wisconsin Avenue, Suite 300, Bethesda, MD 20814 |
| Phone | 301-312-6660 |
| Fax | 301-560-8560 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$563.9M▲ 7%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$563.9Mregulatory AUM
Discretionary $563.9M