Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$167,020,947
Total clients
148
26% high-net worth
Total advisors
5
of 5 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
30
Average account size
$1,128,520
Greenbelt Investment Advisors is an SEC-registered advisory firm that serves primarily individual and high‑net‑worth clients, along with small businesses and pension/profit‑sharing plans. It provides ongoing asset management, written financial planning and account‑review services, and retirement‑plan advisory work.
The firm predominantly operates on a non‑discretionary basis, recommending securities and obtaining client approval before executing trades; its ADV reports approximately $167 million in non‑discretionary assets across its client relationships. It also offers account review and financial planning engagements and can act as a limited‑scope ERISA 3(21) fiduciary for retirement plans.
What distinguishes Greenbelt from many peers is its role as a wrap‑fee program sponsor combined with the fact that all reported managed assets are non‑discretionary, a relatively uncommon configuration for team firms. The firm operates with a small advisory team and documents a range of analytical approaches (including fundamental, technical, quantitative, and modern portfolio theory), with custodial fee deduction practices that result in limited custody status solely due to advisory‑fee withdrawals.
Up to $150 per hour depending on complexity
Ongoing account review fees up to 1.50% quarterly based on assets managed; ERISA plan fees up to 1.50% annually charged quarterly or monthly
Account minimum: $25,000 Fee-only: Hourly fees up to $150 per hour; ongoing fees up to 1.50% quarterly for account review services
Greenbelt Investment Advisors, LLC
100 E Main Street, Suite 101
Round Rock TX 78664, United States
Number of offices
1
California · Louisiana · Texas
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Round Rock, TX
Greenbelt Investment Advisors, LLC
Series 63, Series 65
Round Rock, TX
Greenbelt Investment Advisors, LLC
Series 63, Series 65
Round Rock, TX
Greenbelt Investment Advisors, LLC
Series 63, Series 65, Series 66
Round Rock, TX
Greenbelt Investment Advisors, LLC
Series 66
Round Rock, TX
Greenbelt Investment Advisors, LLC
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