Greatmark Investment Partners provides portfolio management for individuals and small businesses.
Greatmark Investment Partners reports 433 clients. They include 223 individual clients, 197 high-net-worth individuals and 8 charitable organizations. Of its assets, 99.4% ($1.01B across 1,135 accounts) are managed with discretion; $5.9M across 24 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 52% | 8% |
| High-net-worth individuals | 45% | 90% |
| Pension and profit-sharing plans | <1% | 2% |
| Charitable organizations | 2% | <1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 223 | $79.4M | 7.8% | $356K |
| High-net-worth individuals | 197 | $916M | 89.8% | $4.65M |
| Pension and profit-sharing plans | 4 | $17.5M | 1.7% | $4.36M |
| Charitable organizations | 8 | $7.02M | 0.7% | $878K |
| Corporations and other businesses | Fewer than 5 | $325K | 0.0% | $325K |
| Total | 433 | $1.02B | 100% | — |
- Clients
- 223
- Regulatory AUM
- $79.4M
- AUM share
- 7.8%
- Avg. per client
- $356K
- Clients
- 197
- Regulatory AUM
- $916M
- AUM share
- 89.8%
- Avg. per client
- $4.65M
- Clients
- 4
- Regulatory AUM
- $17.5M
- AUM share
- 1.7%
- Avg. per client
- $4.36M
- Clients
- 8
- Regulatory AUM
- $7.02M
- AUM share
- 0.7%
- Avg. per client
- $878K
- Clients
- Fewer than 5
- Regulatory AUM
- $325K
- AUM share
- 0.0%
- Avg. per client
- $325K
Total
- Clients
- 433
- Regulatory AUM
- $1.02B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Greatmark Investment Partners is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Jeffrey Adams owns 25% to 50% of Greatmark Investment Partners. The leadership team of Greatmark Investment Partners includes Chief Operating Officer Colleen Rustin and Chief Compliance Officer Jeffrey Adams. It has 7 employees, 3 of them in advisory roles.
Leadership
- Colleen RustinChief Operating Officer
- Jeffrey AdamsOfficer, Chief Compliance Officer
- Wade FowlerOfficer
- Richard IllgesOfficer
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
- Jeffrey Guy Adams
- John H Fiske III
- Wade H. Fowler
- Richard Barnett Illges
Staff
- 7 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 25% to 50% of Greatmark Investment Partners, Inc.
Jeffrey Adams
Control person · since March 2002
- Owns 25% to 50% of Greatmark Investment Partners, Inc.
Richard Illges
Control person · since September 2013
- Owns 10% to 25% of Greatmark Investment Partners, Inc.
Wade Fowler
Control person · since October 2022
Greatmark Investment Partners’ regulatory assets grew 1.7× from $589M (March 2021) to $1.02B (March 2026); clients rose from 328 to 433 and employees from 3 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $1.02B | 433 | 7 | 1 |
| March 2025 | $939M | 409 | 6 | 1 |
| May 2024 | $794M | 379 | 6 | 1 |
| June 2023 | $686M | 364 | 5 | 1 |
| March 2022 | $740M | 348 | 5 | 1 |
| March 2021 | $589M | 328 | 3 | 1 |
Besides its headquarters, Greatmark Investment Partners has 0 offices, with 1 listed address in Georgia.
Georgia · 1 listed address
- 6001 River RD, Suite 300, ColumbusHQ
Contact and registration details
- Legal name
- Greatmark Investment Partners, Inc.
- Headquarters
- 6001 River RD, Suite 300, Columbus, GA 31904-4556
- Website
- greatmarkonline.com
- Phone
- 706-327-2128
- SEC file
- 801-29945
- Founded
- 1987
- Structure
- Georgia corporation
- Fiscal year end
- December
Greatmark Investment Partners uses Charles Schwab ($936M) as custodian for its separately managed accounts. Greatmark Investment Partners has custody of $310M in client assets for 162 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $936M100%
At year end, Greatmark Investment Partners’ separately managed accounts were mostly in stocks (84%). Its reported 13F holdings for the quarter ended 30 June 2026 total $906M across 153 positions; the largest are Aflac Inc. (7.9%), Marathon Pete Corp. (4.6%) and Apple Inc. (4.5%).
What the accounts hold
- Stocks84%
- Funds9%
- Bonds3%
- U.S. government and agency bonds1%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash4%
Reported 13F holdings
- $906M
- Reported 13F value
- 153
- Positions
- 40.8%
- In the 10 largest
- +6.2%
- Value vs. prior quarter
- Aflac Inc.7.9%
- Marathon Pete Corp.4.6%
- Apple Inc.4.5%
- American Express CO4.3%
- Qualcomm Inc.3.7%
- Autonation Inc.3.4%
- Charles Schwab Corporation3.4%
- Johnson & Johnson3.2%
- Microsoft Corp.2.9%
- Amgen Inc.2.8%
Together, the ten largest are 40.8% of reported value.
How many clients does Greatmark Investment Partners have?
Greatmark Investment Partners has 433 clients and manages $1.02 billion for them, as of March 2026. They include 223 individual clients, 197 high-net-worth individuals and 8 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 2 March 2026
What services does Greatmark Investment Partners offer?
Greatmark Investment Partners provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Greatmark Investment Partners use?
Greatmark Investment Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $936M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 March 2026
How many financial advisors does Greatmark Investment Partners have?
Greatmark Investment Partners has 3 investment adviser representatives registered with state securities authorities, out of 7 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Greatmark Investment Partners invest in?
At the end of its last fiscal year, Greatmark Investment Partners’ separately managed accounts held 84% exchange-traded equities, 9% registered funds (mutual funds, ETFs, BDCs), 4% cash and equivalents, 1% U.S. government and agency bonds, 1% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Greatmark Investment Partners?
Greatmark Investment Partners’ direct owners are Jeffrey Adams, Richard Illges and Wade Fowler, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 2 March 2026
How does Greatmark Investment Partners get paid?
Greatmark Investment Partners is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Greatmark Investment Partners registered with the SEC?
Yes, Greatmark Investment Partners has been registered with the SEC as an investment adviser since 6 July 1987. Its CRD number is 105267 and its SEC file number is 801-29945.
Source: Form ADV Part 1A, Item 1, filed 2 March 2026; IAPD firm record
How do I contact Greatmark Investment Partners?
Greatmark Investment Partners’ main office is at 6001 River RD, Suite 300, Columbus, GA 31904-4556. Its phone number is 706-327-2128. Its website is greatmarkonline.com.