{"url":"https://nivawealth.com/firms/green-and-deckert-299006","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/299006","regulatoryAum":132796346,"crd":"299006","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5251388","suffix":null,"lastName":"DECKERT","firstName":"GREGORY","middleName":"ALAN"},{"crd":"2581089","suffix":null,"lastName":"GREEN","firstName":"DUNCAN","middleName":"BRADLEY"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2025-06-04","regulatoryAum":113031944,"clients":111,"employees":2,"offices":2},{"filedOn":"2026-03-24","regulatoryAum":132796346,"clients":106,"employees":2,"offices":2}],"secFileNumber":"801-132254","legalName":"Green & Deckert LLC","displayName":"Green & Deckert","slug":"green-and-deckert-299006","website":"https://greendeckert.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/green-deckert-llc","founded":null,"organization":"Texas limited liability company","fiscalYearEnd":"December","headquarters":{"street":"601 Main Street","city":"Lubbock","state":"TX","stateName":"Texas","country":"United States","postalCode":"79401-3598"},"tradeNames":[],"registration":{"secApproved":"5 June 2025","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1243517.5333333334,"staff":{"employees":2,"advisory":2,"brokerDealerReps":0,"insuranceAgents":2,"promoters":0},"aum":{"regulatory":132796346,"discretionary":132796346,"discretionaryAccounts":373,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":79,"regulatoryAum":31592668},{"label":"High-net-worth individuals","clients":26,"regulatoryAum":98976673},{"label":"Pension and profit-sharing plans","clients":1,"fewerThan5":true,"regulatoryAum":2227005}],"feePrograms":[{"role":"main","program":"Asset Management","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024927","versionId":1024927,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-03-24","documentName":"FORM ADV PART 2A - FIRM BROCHURE - GREEN & DECKERT LLC","fee_rate_low":null,"fee_rate_high":1.5,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Retirement Planning and Consulting","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024927","versionId":1024927,"submittedOn":"2026-03-24","documentName":"FORM ADV PART 2A - FIRM BROCHURE - GREEN & DECKERT LLC"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T16:10:48.206553+00:00","documents":[{"name":"FORM ADV PART 2A - FIRM BROCHURE - GREEN & DECKERT LLC","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024927","versionId":1024927,"submittedOn":"2026-03-24"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Omaha, NE","smaAssets":126078551}],"custodyNote":"Green & Deckert does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Gregory Deckert","title":"Chief Compliance Officer","crd":"5251388"},{"name":"Duncan Green","title":"Managing Member","crd":"2581089"}],"ownership":[{"label":"Braddan Inc.","detail":"Owner/managing member in the 75% or more ownership band, since September 2018."},{"label":"Deckert Consulting LLC","detail":"Member manager in the 5% to 10% ownership band, since January 2020."},{"label":"Duncan Green","detail":"Indirect owner: a owner of Braddan Inc. in the 75% or more band and a control person, since December 2006.","parent":"Braddan Inc."},{"label":"Gregory Deckert","detail":"Indirect owner: a owner of Deckert Consulting LLC in the 75% or more band and a control person, since January 2020.","parent":"Deckert Consulting LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Texas","offices":2,"addresses":[{"street":"601 Main Street","city":"Lubbock","headquarters":true},{"street":"112 E Louisiana St","city":"McKinney"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"806-744-2689","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for individuals and/or small businesses","Pension consulting services"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":17},{"label":"Securities issued by registered investment companies or business development companies","percent":80},{"label":"Cash and cash equivalents","percent":3}],"privateFunds":0},"sources":{"adv1FilingDate":"24 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/299006/PDF/299006.pdf","brochureDate":"24 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024927","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Green & Deckert have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Green & Deckert offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Green & Deckert charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Green & Deckert use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Green & Deckert have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Green & Deckert invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Green & Deckert?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Green & Deckert get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Green & Deckert?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 24 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}