A complete list of active advisors currently associated with Greteman Capital Management

Warmer can help you find a great advisor at Greteman Capital Management or one who fits your needs even better.

Greteman Capital Management provides discretionary asset management, offering continuous portfolio supervision, security selection, and retirement‑account rollover advice under written client agreements; its advisory fees are charged as a percentage of assets under management. The firm is structured to serve pooled or institutional accounts and, when applicable, individual and high‑net‑worth clients, subject to a stated account minimum and eligibility review. The firm employs a long‑term, value‑oriented investment approach grounded in fundamental analysis, with a focus on long‑only positions, strategic asset allocation, periodic rebalancing, and occasional value‑oriented special situations. Portfolios are tailored to client objectives and risk tolerance, with clients able to impose reasonable investment restrictions and the adviser conducting semiannual reviews. Distinctive aspects include an affiliation with a separate accounting practice owned by the firm’s managing member, which creates the potential for cross‑referrals and conflicts of interest between tax/accounting and advisory services. The brochure also notes the firm reported no assets under management as of December 31, 2025, requires clients to custody accounts at a designated broker‑dealer/custodian, and does not vote client proxies.

To learn more about the advisors currently working at Greteman Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.