# GREEN INVESTMENT MANAGEMENT, INC.

GREEN INVESTMENT MANAGEMENT, INC. of FORT WORTH, TX is an SEC-registered investment adviser.

## Registration

- CRD: 109695
- Type: SEC-registered investment adviser
- SEC file number: 801-21093
- Location: 500 WEST 7TH STREET, FORT WORTH, TX, 76102
- Phone: 817-335-1178
- Latest filing: 2026-03-19
- Regulatory AUM: $70.9M
- Discretionary AUM: $70.9M
- Clients: 2
- Accounts: 137

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles, Charities, Corporations, Other

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| HOLMES STEPHEN CLAY | EXECUTIVE VP OF SALES AND MARKETING | — |
| ADAMS DIANA M | DIRECTOR OF OPERATIONS | — |
| GREEN BYRON D | CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| GREEN JACKIE DAUGHERTY | CHIEF COMPLIANCE OFFICER; DIRECTOR OF MARKETING; NATIONAL DIRECTOR OF SALES & MARKETING | — |
| HEFFRON KRISTI J | CHIEF COMPLIANCE OFFICER | — |
| WIMBERLEY MICHAEL KIRK | DIRECTOR OF OPERATIONS; DIRECTOR OF OPPERATIONS | — |
| HALE GARY MARVIN | REGIONAL VICE PRESIDENT OF SALES | — |
| BENTON DAVID BENTSEN | PORTFOLIO MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109695/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109695/similar
- Related entities: https://search.stillhousedata.com/firm/109695/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109695

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.