Green & Deckert provides portfolio management for individuals and small businesses and pension consulting.
Green & Deckert reports 106 clients. They include 79 individual clients, 26 high-net-worth individuals and 1 pension or profit-sharing plan. Of its assets, 100.0% ($133M across 373 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 75% | 24% |
| High-net-worth individuals | 25% | 75% |
| Pension and profit-sharing plans | <1% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 79 | $31.6M | 23.8% | $400K |
| High-net-worth individuals | 26 | $99M | 74.5% | $3.81M |
| Pension and profit-sharing plans | Fewer than 5 | $2.23M | 1.7% | $2.23M |
| Total | 106 | $133M | 100% | — |
- Clients
- 79
- Regulatory AUM
- $31.6M
- AUM share
- 23.8%
- Avg. per client
- $400K
- Clients
- 26
- Regulatory AUM
- $99M
- AUM share
- 74.5%
- Avg. per client
- $3.81M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.23M
- AUM share
- 1.7%
- Avg. per client
- $2.23M
Total
- Clients
- 106
- Regulatory AUM
- $133M
- 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
Green & Deckert charges up to 1.50% a year for its Asset Management. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Retirement Planning and Consulting
- Retirement plan consulting is charged as a percentage of total plan assets, up to 1.50%, under a schedule negotiated before the agreement is signed.
Braddan Inc. owns 75% or more of Green & Deckert and is in turn owned by Duncan Green (75% or more). The leadership team of Green & Deckert includes Chief Compliance Officer Gregory Deckert. It has 2 employees.
Leadership
- Gregory DeckertChief Compliance Officer
- Duncan GreenManaging Member
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 insurance agents
- Owns 75% or more of Green & Deckert LLC
Braddan Inc.
since September 2018
- Owns 75% or more of Braddan Inc.
Duncan Green
Control person · since December 2006
- Owns 5% to 10% of Green & Deckert LLC
Deckert Consulting LLC
since January 2020
- Owns 75% or more of Deckert Consulting LLC
Gregory Deckert
Control person · since January 2020
Green & Deckert’s regulatory assets grew from $113M (June 2025) to $133M (March 2026); clients were 106 in both filings and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $133M | 106 | 2 | 2 |
| June 2025 | $113M | 111 | 2 | 2 |
Besides its headquarters, Green & Deckert has 1 office, with 2 listed addresses in Texas.
Texas · 2 listed addresses
- 601 Main Street, LubbockHQ
- 112 E Louisiana St, McKinney
Contact and registration details
- Legal name
- Green & Deckert LLC
- Headquarters
- 601 Main Street, Lubbock, TX 79401-3598
- Website
- greendeckert.com
- Phone
- 806-744-2689
- @green-deckert-llc
- SEC file
- 801-132254
- Structure
- Texas LLC
- Fiscal year end
- December
Green & Deckert uses Charles Schwab ($126M) as custodian for its separately managed accounts. Green & Deckert does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Omaha, NE · $126M100%
At year end, Green & Deckert’s separately managed accounts were mostly in funds (80%) and stocks (17%).
What the accounts hold
- Stocks17%
- Funds80%
- Cash3%
How many clients does Green & Deckert have?
Green & Deckert has 106 clients and manages $133 million for them, as of March 2026. They include 79 individual clients, 26 high-net-worth individuals and 1 pension or profit-sharing plan.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 March 2026
What services does Green & Deckert offer?
Green & Deckert provides portfolio management for individuals and small businesses and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Green & Deckert charge?
Green & Deckert charges up to 1.50% a year for its Asset Management. The fee is billed in arrears and is negotiable.
Source: FORM ADV PART 2A - FIRM BROCHURE - GREEN & DECKERT LLC, filed 24 March 2026
Which custodians does Green & Deckert use?
Green & Deckert’s separately managed account assets are held at Charles Schwab & Co., Inc. (Omaha, NE), with $126M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 March 2026
How many financial advisors does Green & Deckert have?
Green & Deckert has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are 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 Green & Deckert invest in?
At the end of its last fiscal year, Green & Deckert’s separately managed accounts held 80% registered funds (mutual funds, ETFs, BDCs), 17% exchange-traded equities and 3% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Green & Deckert?
Green & Deckert is owned through holding companies by Duncan Green and Gregory Deckert. Its direct owners are Braddan Inc. (75% or more) and Deckert Consulting LLC (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 24 March 2026
How does Green & Deckert get paid?
Green & Deckert is paid through a percentage of assets under management. 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
How do I contact Green & Deckert?
Green & Deckert’s main office is at 601 Main Street, Lubbock, TX 79401-3598. Its phone number is 806-744-2689. Its website is greendeckert.com.