Greatmark Investment Partners, Inc. logo

Greatmark Investment Partners, Inc.

Updated today

Client assets under management

$995,802,779

Clients

420

47% high-net worth

Advisors

3

of 7 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

140

Very High

Average account size

$2,370,959

About

Greatmark Investment Partners, Inc. provides investment supervisory services and individualized portfolio management on a discretionary basis for individuals (including high-net-worth clients), pension and profit-sharing plans, charitable organizations, and businesses. The firm gathers client objectives, time horizons, and risk tolerances to design asset allocation and manages approximately $1.02 billion in client assets.

Investment decisions are driven primarily by fundamental and qualitative analysis, with technical analysis used to help time entries and exits; the firm emphasizes long-term equity holdings while also employing shorter-term trades as appropriate. Portfolios are managed under client-assigned strategy profiles, and the brochure discloses that margin (borrowing) is used in limited situations only with a client’s specific consent.

Distinctive features for a firm of this team size include a relatively high level of assets per advisor—over $1 billion managed by a compact advisory team—which is uncommon among peers. The brochure also highlights practices less typical for similar firms, including limited, client-authorized use of borrowing and the implementation of investment types that carry additional degrees of risk when consistent with client objectives.

Client services

Portfolio management

Expertise

Active portfolio management Wealth management

Fee options

Percentage

$0 - $700,000: 1.00% annually $700,000 - $2,000,000: 0.75% annually $2,000,000+: 0.50% annually $0 - $2,000,000: 0.50% annually (Fixed Income Assets & Mutual Funds/ETFs) $2,000,000+: 0.25% annually (Fixed Income Assets & Mutual Funds/ETFs)

Other

Account minimum: $100,000 Fee-only: Asset-based fees as per tiered schedule; no commissions or sales compensation received

Main office location

Greatmark Investment Partners, Inc.

6001 River Rd, Suite 300

Columbus GA 31904-4556, United States

Number of offices

1

Most active in

Alabama · Florida · Georgia · North Carolina · Tennessee · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Richard I

Series 63, Series 65

Columbus, GA

Greatmark Investment Partners, Inc.

Richard Illges is a financial advisor at Greatmark Investment Partners, Inc. in Columbus, GA, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been with Greatmark since 2007. Greatmark Investment Partners provides discretionary investment supervisory services and individual portfolio management to a diverse client base, including high-net-worth individuals, retirement plans, and charitable organizations. The firm employs a combined fundamental, qualitative, and technical investment approach with a focus on long-term equity ownership, tailoring portfolios to client objectives and risk tolerance.

Active portfolio management Wealth management
user avatar

Jeffrey A

CFP®, CFA®, Series 65

Columbus, GA

Greatmark Investment Partners, Inc.

Jeffrey Adams is a CFP®, CFA®, and Series 65 credentialed financial advisor with 23 years of industry experience. He has been with Greatmark Investment Partners, Inc. since 2002. Greatmark Investment Partners provides discretionary investment supervisory services and individual portfolio management to a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a long-term equity ownership approach, combining fundamental, qualitative, and technical analysis to tailor portfolios to client objectives and risk tolerance.

Active portfolio management Wealth management
user avatar

Wade F

CFA®, Series 65

Columbus, GA

Greatmark Investment Partners, Inc.

Wade Fowler is a CFA® charterholder and Series 65 licensee with 13 years of industry experience. He has worked at Greatmark Investment Partners, Inc. since 2022 and previously spent nine years at Synovus Trust Company, N.A. Greatmark Investment Partners provides discretionary investment supervisory services and individual portfolio management to a diverse client base, including high-net-worth individuals, pension plans, charitable organizations, and corporations. The firm employs a combination of fundamental, qualitative, and technical analysis with a focus on long-term equity ownership, tailoring portfolios to client objectives and risk tolerance.

Active portfolio management Wealth management
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