THE LUTS & GREENLEIGH GROUP, INC.

THE LUTS & GREENLEIGH GROUP, INC. of BETHESDA, MD is an SEC-registered investment adviser (CRD 305002). Regulatory assets under management: $563.9M.

Registration

• CRD: 305002
• SEC file number: 801-117324
• Type: Registered investment adviser
• Location: 7200 WISCONSIN AVENUE, SUITE 300, BETHESDA, MD, 20814
• Phone: 301-312-6660
• Latest filing: 2026-07-17
• Regulatory AUM: $563.9M
• Discretionary AUM: $563.9M
• Clients: 3
• Accounts: 896

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305002 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search