RIA Intel›Advisers›South Carolina›GREENFIELD/LEWIS INVESTMENT COUNSEL

GREENFIELD/LEWIS INVESTMENT COUNSEL

Advisory

SC

Data as of Jan 28, 2025 · Source: SEC Form ADV

Average account

$784K

across 15 accounts

AUM per adviser

$12M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 28, 2025.

Total AUM

$12M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$12M

Discretionary AUM$12M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients15

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InOH, SC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

15 clients

3 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in SC

Closest by assets under management. All figures from Form ADV.

BETTER THINGS FINANCIAL PARTNERS LLC

$12M

WOLFF FINANCIAL PLANNING, LLC

$12M

QUESTIS PORTFOLIO PARTNERS, LLC

$12M

DANZELL INVESTMENT MANAGEMENT, LTD.

HILTON HEAD ISLAND, SC

$11M

UPSTATE FINANCIAL PLANNING, LLC

$12M

COAST WEALTH MANAGEMENT GROUP, LLC

MYRTLE BEACH, SC

$13M

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