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GREENWOOD INVESTMENT ADVISORS, LLC
CRD 327470File 801-128711
APPROVED
Retail clients
Filing as of Apr 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$229K
Bottom 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $229K
Clients
3,818
3,818 accounts
Employees
2
Bottom 25% of cohort in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Sep 11, 2023
- Principal office
- 3280 PEACHTREE ROAD, ATLANTA, GA, 30305
- Phone
- 866-659-4458
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $229K
- Discretionary AUM
- $0
- Non-discretionary AUM
- $229K
- Discretionary accounts
- 0
- Non-discretionary accounts
- 3,818
- Total accounts
- 3,818
- AUM per client
- $60
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 3,818 | $229K |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
Advisory activities
- 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 | Change |
|---|---|---|---|---|
| May 1, 2026 | Clients | 2,099 | 3,818 | increased by1,719 |
| May 1, 2026 | AUM | $159,115 | $229,197 | increased by$70,082 |
| May 1, 2026 | Accounts | 2,099 | 3,818 | increased by1,719 |
| Mar 1, 2026 | Clients | 0 | 2,099 | increased by2,099 |
| Mar 1, 2026 | AUM | $0 | $159,115 | increased by$159,115 |
| Mar 1, 2026 | Accounts | 0 | 2,099 | increased by2,099 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GREENWOOD INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GREENWOOD INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
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.