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Greenfield Seitz Capital Management, LLC

Updated today

Client assets under management

$363,362,682

Clients

188

40% high-net worth

Advisors

4

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

47

Typical

Average account size

$1,932,780

About

Greenfield Seitz Capital Management provides discretionary portfolio management and investment supervisory services to individuals (including high-net-worth clients), pension and profit-sharing plans, and government entities. The firm constructs individualized Investment Policy Statements and manages portfolios across exchange-listed securities, fixed income, mutual funds and options as part of its ongoing advisory services.

GSCM’s investment process is grounded in fundamental analysis and tailored to each client’s goals, risk tolerance and time horizon, with regular monitoring and quarterly reviews. The firm implements both long- and short-term trading strategies and can use margin (borrowing) in separately managed accounts, as well as short sales and options strategies, which is a less common practice among comparable team advisors.

Compared with many peers, GSCM emphasizes in-house management (it does not select third‑party managers), a custodian arrangement with Raymond James that includes monthly soft-dollar services, and procedures that result in the firm being deemed to have custody when authorized to deduct advisory fees. The firm also maintains a stated $1,000,000 account minimum that may be waived depending on client needs.

Client services

Portfolio management

Expertise

Options & derivatives strategies Active portfolio management

Fee options

Percentage

$1 - $5,000,000: 1.00% annually Above $5,000,000+: Negotiable

Other

Account minimum: $1,000,000 (can be waived)

Main office location

Greenfield Seitz Capital Management, LLC

1722 Routh St., Suite 760

Dallas TX 75201, United States

Number of offices

1

Most active in

California · Colorado · Florida · Louisiana · 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

Stuart G

Series 63, Series 65

Dallas, TX

Greenfield Seitz Capital Management, LLC

Stuart Greenfield is a financial advisor at Greenfield Seitz Capital Management, LLC in Dallas, TX, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Greenfield Seitz Capital Management since 2009. Greenfield Seitz Capital Management provides discretionary portfolio management and investment supervisory services to individuals, pension and profit-sharing plans, and government entities. The firm emphasizes fundamental analysis and in-house management, offering tailored investment strategies that include long- and short-term trading, margin use, short sales, and options strategies.

Options & derivatives strategies Active portfolio management
user avatar

Yancey S

Series 63, Series 65

Dallas, TX

Greenfield Seitz Capital Management, LLC

Yancey Seitz is a financial advisor with Greenfield Seitz Capital Management, LLC in Dallas, TX, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with Greenfield Seitz Capital Management since 2009. Greenfield Seitz Capital Management provides discretionary portfolio management and investment supervisory services to individuals, pension and profit-sharing plans, and government entities. The firm uses fundamental analysis and tailored investment strategies, managing portfolios across various asset classes with an emphasis on in-house management and both long- and short-term trading approaches.

Options & derivatives strategies Active portfolio management
user avatar

Eric M

Series 63, Series 65

Dallas, TX

Greenfield Seitz Capital Management, LLC

Eric Meyer is a financial advisor with Greenfield Seitz Capital Management, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Greenfield Seitz since 2009. Greenfield Seitz Capital Management provides discretionary portfolio management and investment supervisory services to individuals, pension and profit-sharing plans, and government entities. The firm uses fundamental analysis to tailor investment strategies to client goals and risk tolerance, managing portfolios across various asset classes with both long- and short-term trading approaches.

Options & derivatives strategies Active portfolio management
user avatar

Kathryn T

Series 63, Series 65

Dallas, TX

Greenfield Seitz Capital Management, LLC

Kathryn Tutt is a financial advisor with Greenfield Seitz Capital Management, LLC in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has been with Greenfield Seitz since 2009. Outside of her advisory role, she volunteers with The Breast Cancer 3 Day and assists with catering events for The Prep Chef. Greenfield Seitz Capital Management provides discretionary portfolio management and investment supervisory services to individuals, pension and profit-sharing plans, and government entities. The firm focuses on fundamental analysis and tailored investment strategies, managing portfolios in-house across a range of securities with regular monitoring and quarterly reviews.

Options & derivatives strategies Active portfolio management
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