Greiber Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$131,700
Total clients
1
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
1
Average account size
$131,700
About
The firm provides portfolio management for individual clients and may also work with institutional, accredited and other qualified investors, with a focus on retirement assets, asset distribution and short-term money management. It invests in public secondary-market instruments — including public equity, public debt, ETFs, index funds, mutual funds and exchange-traded derivatives — and currently reports $131,700 in assets under management for a single client.
The adviser uses a bottom-up value investing process that combines qualitative analysis of business economics and durable competitive advantages with adjusted financial-statement analysis. Portfolios are customized with client input and can include long and short exposures as well as derivatives and leverage to adjust overall exposure, while the firm does not hold investment discretion under current agreements.
Distinctive features for a firm of this scale include a requirement that clients execute through a single broker-dealer (Interactive Brokers) and an explicit policy not to aggregate trades across accounts, as well as offering commission-based life insurance products through independent carriers. The principal has been in investment management since 2007 and holds graduate finance degrees, and the brochure also discloses outside employment of seven hours per week.
Client services
Financial planning
Portfolio management
Expertise
Retirement income strategy
Options & derivatives strategies
Active portfolio management
Fee options
$0+: 1% annually for separately managed accounts, retirement asset management, and asset distribution $0+: 0.50% annually for short-term money management
Commission-based fees apply only for life insurance products sold through independent companies, not for advisory services
Account minimum: $0 (not explicitly stated, but no minimum mentioned) Fee-only: Fees charged are based on percentage of assets under management; no commissions on advisory services
Main office location
Greiber Capital Management
Wauankee WI, United States
Number of offices
1
Most active in
Greiber Capital Management has reported serving >5 clients in these states in the last 12 months.
Wisconsin
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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