Asset ManagerRIA · CRD 110379SEC-RegisteredPrivate Fund Adviser

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Greenwood Gearhart

Greenwood Gearhart is a comprehensive wealth management and multi-family office investment firm serving high-net-worth families nationwide. Since 1982, its...

Greenwood Gearhart

Greenwood Gearhart is a comprehensive wealth management and multi-family office investment firm serving high-net-worth families nationwide. Since 1982, its mission has been to cultivate trust and financial peace of mind that enriches lives. It has more than $2.5 billion in assets under management and offers global investment strategies focused on public and private market solutions paired with comprehensive financial planning.

General information

Firm type

Asset Manager

Year founded

1982

Location

Region

North America

Country

United States

City

Fayetteville

Corporate office

Fayetteville, AR, United States

Principals

Robert W. Gearhart

Chairman

J. Stephen Carter

President & CEO

Kurt A. Martin

Executive Vice President & Chief Investment Officer

Sector focus

Financial Services

Frequently asked questions

What is Greenwood Gearhart's core equity strategy?

The firm specializes in US large-cap equities with an emphasis on dividend growth. It looks for companies with durable competitive advantages and a long history of increasing shareholder payouts. This strategy is paired with significant fixed-income allocations in municipal bonds and investment-grade corporates, reflecting a conservative total-return approach aimed at multi-generational capital preservation.

Does the firm participate in private equity or venture capital?

Based on its 13F filings and public disclosures, Greenwood Gearhart does not actively participate in venture capital or private equity fund commitments. Its public mandates are nearly entirely focused on direct holdings of liquid, publicly traded securities. The firm has not announced or registered any private fund vehicles.

What geographic regions does Greenwood Gearhart cover?

The firm's investment universe is almost exclusively United States-focused. Its equity and fixed-income portfolios are concentrated in domestic issuers. Greenwood Gearhart operates from a single office in Fayetteville, Arkansas, and its disclosed portfolio holdings reflect minimal international or emerging-market exposure.

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