G
Green Financial Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$55,483,532
Clients
137
24% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
137
Very HighAverage account size
$404,989
About
Green Financial Management, LLC is a single‑advisor registered investment adviser that provides discretionary portfolio management primarily for individual investors and small businesses, and, when requested, retirement planning and insurance‑related services. The firm manages roughly $55 million in discretionary assets across about 137 client accounts and operates under written advisory agreements tailored to each client.
Portfolios are managed on an individualized, discretionary basis with ongoing supervision and rebalancing; the firm uses a mix of analytical approaches — including fundamental and technical analysis, Modern Portfolio Theory, and both long‑ and short‑term trading strategies (occasionally including margin) — depending on client objectives and risk tolerance. Custodial and execution services are generally provided through a recommended custodian platform (the firm maintains a custodial services agreement with Fidelity and may request clients use that platform), and accounts are reviewed at least quarterly.
A distinctive aspect of the firm is its affiliation with a licensed insurance agency: it offers and sells life, variable life, accident, health, long‑term care and other fixed insurance products and receives customary insurance commissions for those sales, a potential conflict of interest the firm discloses. The brochure notes that insurance activity is ancillary to advisory services (approximately two hours per week on average), and clients are informed they are not obligated to purchase insurance products through the firm.
Client services
Portfolio management
Retirement planning services
Expertise
Wealth management
Fee options
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001+: Negotiable
Account minimum: $100,000
Main office location
Green Financial Management, LLC
2850 Cahaba Road, Suite 230
Birmingham AL 35223, United States
Number of offices
1
Most active in
Green Financial Management, LLC has reported serving >5 clients in these states in the last 12 months.
Alabama · New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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