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GREENWOOD FAMILY ADVISORS LLC
CRD 304820File 801-122671
APPROVED
Retail clients
Filing as of Feb 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$327.1M
Below cohort median (national)
Discretionary AUM
$0
Non-discretionary $327.1M
Clients
16
120 accounts
Employees
3
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Nov 10, 2021
- Principal office
- 1395 BRICKELL AVE, SUITE 800, MIAMI, FL, 33131
- Phone
- 305 648-6405
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $327.1M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $327.1M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 120
- Total accounts
- 120
- AUM per client
- $20.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1 | $12.4M |
| High net worth individuals | 13 | $313.8M |
| Individuals (other than high net worth individuals) | 2 | $983K |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — CONSULTING FEES
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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.