Greenbelt Investment Advisors provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Financial planning was provided to 101–250 clients last fiscal year.
Greenbelt Investment Advisors reports 156 clients. They include 109 individual clients, 39 high-net-worth individuals, and 8 pension and profit-sharing plans. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $167M across 430 accounts are not. A wrap fee program the firm both sponsors and manages holds $159M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 70% | 28% |
| High-net-worth individuals | 25% | 65% |
| Pension and profit-sharing plans | 5% | 7% |
| Charitable organizations | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 109 | $45.9M | 27.5% | $421K |
| High-net-worth individuals | 39 | $108M | 64.7% | $2.77M |
| Pension and profit-sharing plans | 8 | $11.8M | 7.1% | $1.48M |
| Charitable organizations | Fewer than 5 | $1.09M | 0.7% | — |
| Total | 156 | $167M | 100% | — |
- Clients
- 109
- Regulatory AUM
- $45.9M
- AUM share
- 27.5%
- Avg. per client
- $421K
- Clients
- 39
- Regulatory AUM
- $108M
- AUM share
- 64.7%
- Avg. per client
- $2.77M
- Clients
- 8
- Regulatory AUM
- $11.8M
- AUM share
- 7.1%
- Avg. per client
- $1.48M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.09M
- AUM share
- 0.7%
- Avg. per client
- —
Total
- Clients
- 156
- Regulatory AUM
- $167M
- 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
- Financial planning clients last fiscal year
- 101–250
Greenbelt Investment Advisors is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- ERISA Plan Services
- Annual plan services fee on plan Included Assets that shall not exceed 1.50%, billed quarterly or monthly.
- Hourly Financial Planning and Consulting
- Hourly financial planning and consulting is billed at no more than $150 per hour, on completion of the plan.
- Ongoing Account Review Fee
- Ongoing fee for financial planning and account review is billed quarterly in advance at no more than 1.50% of assets, depending on complexity.
Matthew Wells owns 50% to 75% of Greenbelt Investment Advisors. The leadership team of Greenbelt Investment Advisors includes President Matthew Wells and Chief Compliance Officer Amanda Christians. It has 5 employees.
Leadership
- Matthew WellsPresident/Managing Member
- Amanda ChristiansChief Compliance Officer / COO/Managing Member/Designated Officer/Aml Officer/Dol Officer
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
Staff
- 5 employees
- 5 in advisory functions
- 5 state-registered reps
- 3 insurance agents
- Owns 50% to 75% of Greenbelt Investment Advisors, LLC
Matthew Wells
Control person · since November 2010
- Owns 25% to 50% of Greenbelt Investment Advisors, LLC
Amanda Christians
Control person · since November 2010
Greenbelt Investment Advisors’ regulatory assets grew from $122M (July 2022) to $167M (February 2026); clients fell from 366 to 156 and employees were 5 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $167M | 156 | 5 | 1 |
| April 2025 | $151M | 407 | 5 | 1 |
| March 2024 | $135M | 402 | 5 | 1 |
| March 2023 | $115M | 375 | 5 | 1 |
| July 2022 | $122M | 366 | 5 | 1 |
Besides its headquarters, Greenbelt Investment Advisors has 0 offices, with 1 listed address in Texas.
Texas · 1 listed address
- 100 E Main Street, Suite 101, Round RockHQ
Contact and registration details
- Legal name
- Greenbelt Investment Advisors, LLC
- Headquarters
- 100 E Main Street, Suite 101, Round Rock, TX 78664
- Website
- Not reported
- Phone
- 800-617-3900
- SEC file
- 801-126059
- Structure
- Texas LLC
- Fiscal year end
- December
Greenbelt Investment Advisors uses Charles Schwab ($159M) as custodian for its separately managed accounts. Greenbelt Investment Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab & Co. Inc. · Westlake, TX · $159M100%
At year end, Greenbelt Investment Advisors’ separately managed accounts were largely in stocks (47%) and bonds (29%).
What the accounts hold
- Stocks47%
- Funds4%
- Bonds29%
- U.S. government and agency bonds22%
- Investment grade corporate bonds6%
- State and local bonds1%
- Cash20%
How many clients does Greenbelt Investment Advisors have?
Greenbelt Investment Advisors has 156 clients and manages $167 million for them, as of February 2026. They include 109 individual clients, 39 high-net-worth individuals, and 8 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 19 February 2026
What services does Greenbelt Investment Advisors offer?
Greenbelt Investment Advisors provides financial planning, 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
Which custodians does Greenbelt Investment Advisors use?
Greenbelt Investment Advisors’ separately managed account assets are held at Charles Schwab & Co. Inc. (Westlake, TX), with $159M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 February 2026
How many financial advisors does Greenbelt Investment Advisors have?
Greenbelt Investment Advisors has 5 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 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 Greenbelt Investment Advisors invest in?
At the end of its last fiscal year, Greenbelt Investment Advisors’ separately managed accounts held 47% exchange-traded equities, 22% U.S. government and agency bonds, 20% cash and equivalents, 6% investment grade corporate bonds, 4% registered funds (mutual funds, ETFs, BDCs) and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Greenbelt Investment Advisors?
Greenbelt Investment Advisors’ direct owners are Matthew Wells (50% to 75%) and Amanda Christians (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 19 February 2026
How does Greenbelt Investment Advisors get paid?
Greenbelt Investment Advisors is paid through a percentage of assets under management, hourly charges 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
How do I contact Greenbelt Investment Advisors?
Greenbelt Investment Advisors’ main office is at 100 E Main Street, Suite 101, Round Rock, TX 78664. Its phone number is 800-617-3900.