← Directory
GREATMARK INVESTMENT PARTNERS, INC.
CRD 105267File 801-29945
APPROVED
Retail clients
Custody
Filing as of Mar 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.02B
Above cohort median (national)
Discretionary AUM
$1.01B
Non-discretionary $5.9M
Clients
433
1,159 accounts
Employees
7
Above cohort median in GA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jul 6, 1987
- Principal office
- 6001 RIVER RD, SUITE 300, COLUMBUS, GA, 31904-4556
- Phone
- 706-327-2128
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.02B
- Discretionary AUM
- $1.01B
- Non-discretionary AUM
- $5.9M
- Discretionary accounts
- 1,135
- Non-discretionary accounts
- 24
- Total accounts
- 1,159
- AUM per client
- $2.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $325K |
| Charitable organizations | 8 | $7.0M |
| High net worth individuals | 197 | $916.5M |
| Pension and profit sharing plans | 4 | $17.5M |
| Individuals (other than high net worth individuals) | 223 | $79.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.