GREENWOOD INVESTMENT ADVISORS, LLC

GREENWOOD INVESTMENT ADVISORS, LLC of ATLANTA, GA is an SEC-registered investment adviser (CRD 327470). Regulatory assets under management: $229K.

Registration

• CRD: 327470
• SEC file number: 801-128711
• Type: Registered investment adviser
• Location: 3280 PEACHTREE ROAD, ATLANTA, GA, 30305
• Phone: 866-659-4458
• Latest filing: 2026-04-23
• Regulatory AUM: $229K
• Non-discretionary AUM: $229K
• Clients: 2
• Accounts: 3,818

Business model

Compensation: Fixed.

Clients served: High net worth.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
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• This page as markdown (for LLM agents)
• CRD 327470 on SEC IAPD (source of record)
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