{"url":"https://nivawealth.com/firms/greenbelt-investment-advisors-155704","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/155704","regulatoryAum":167020947,"crd":"155704","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"3021175","suffix":null,"lastName":"CHRISTIANS","firstName":"AMANDA","middleName":"MICHELE"},{"crd":"2298242","suffix":null,"lastName":"ELLIS","firstName":"TERRY","middleName":"DEAN"},{"crd":"2934017","suffix":null,"lastName":"HURWITZ","firstName":"DONALD","middleName":"CLIFFORD"},{"crd":"3142944","suffix":null,"lastName":"PARSEGIAN","firstName":"HOMER","middleName":"PHILLIPS"},{"crd":"4505814","suffix":null,"lastName":"WELLS","firstName":"MATTHEW","middleName":"VAN COOK"}],"total":5,"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":"2022-07-08","regulatoryAum":122062838,"clients":366,"employees":5,"offices":1},{"filedOn":"2023-03-31","regulatoryAum":115314278,"clients":375,"employees":5,"offices":1},{"filedOn":"2024-03-27","regulatoryAum":134578405,"clients":402,"employees":5,"offices":1},{"filedOn":"2025-04-30","regulatoryAum":151370451,"clients":407,"employees":5,"offices":1},{"filedOn":"2026-02-19","regulatoryAum":167020947,"clients":156,"employees":5,"offices":1}],"secFileNumber":"801-126059","legalName":"Greenbelt Investment Advisors, LLC","displayName":"Greenbelt Investment Advisors","slug":"greenbelt-investment-advisors-155704","website":null,"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Texas limited liability company","fiscalYearEnd":"December","headquarters":{"street":"100 E Main Street, Suite 101","city":"Round Rock","state":"TX","stateName":"Texas","country":"United States","postalCode":"78664"},"tradeNames":[],"registration":{"secApproved":"14 July 2022","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1041114.0540540541,"staff":{"employees":5,"advisory":5,"brokerDealerReps":0,"insuranceAgents":3,"promoters":0},"aum":{"regulatory":167020947,"discretionary":0,"discretionaryAccounts":0,"nonDiscretionary":167020947,"nonDiscretionaryAccounts":430,"wrapProgram":159029668,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":109,"regulatoryAum":45939757},{"label":"High-net-worth individuals","clients":39,"regulatoryAum":108145123},{"label":"Pension and profit-sharing plans","clients":8,"regulatoryAum":11848819},{"label":"Charitable organizations","clients":null,"fewerThan5":true,"regulatoryAum":1087248}],"feePrograms":[{"role":"other","program":"ERISA Plan Services","summary":"Annual plan services fee on plan Included Assets that shall not exceed 1.50%, billed quarterly or monthly.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010327","versionId":1010327,"submittedOn":"2026-02-19","documentName":"ADV 2A"},{"role":"other","program":"Hourly Financial Planning and Consulting","summary":"Hourly financial planning and consulting is billed at no more than $150 per hour, on completion of the plan.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010327","versionId":1010327,"submittedOn":"2026-02-19","documentName":"ADV 2A"},{"role":"other","program":"Ongoing Account Review Fee","summary":"Ongoing fee for financial planning and account review is billed quarterly in advance at no more than 1.50% of assets, depending on complexity.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010327","versionId":1010327,"submittedOn":"2026-02-19","documentName":"ADV 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T14:15:27.336579+00:00","documents":[{"name":"ADV 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010327","versionId":1010327,"submittedOn":"2026-02-19"},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010328","versionId":1010328,"submittedOn":null}]},"custodians":[{"name":"Charles Schwab & Co. Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":159029668}],"custodyNote":"Greenbelt Investment Advisors does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Matthew Wells","title":"President/Managing Member","crd":"4505814"},{"name":"Amanda Christians","title":"Chief Compliance Officer / COO/Managing Member/Designated Officer/Aml Officer/Dol Officer","crd":"3021175"}],"ownership":[{"label":"Matthew Wells","detail":"President/managing member in the 50% to 75% ownership band and a control person, since November 2010."},{"label":"Amanda Christians","detail":"Chief compliance officer / coo/managing member/designated officer/aml officer/dol officer in the 25% to 50% ownership band and a control person, since November 2010."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Texas","offices":1,"addresses":[{"street":"100 E Main Street, Suite 101","city":"Round Rock","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"800-617-3900","stateRegisteredReps":5,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services"],"financialPlanningClients":"101-250","assetMix":[{"label":"Exchange-traded equity securities","percent":47},{"label":"U.S. government/agency bonds","percent":22},{"label":"U.S. state and local bonds","percent":1},{"label":"Investment grade corporate bonds","percent":6},{"label":"Securities issued by registered investment companies or business development companies","percent":4},{"label":"Cash and cash equivalents","percent":20}],"privateFunds":0},"sources":{"adv1FilingDate":"19 February 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/155704/PDF/155704.pdf","brochureDate":"19 February 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010327","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 Greenbelt Investment Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Greenbelt Investment Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Greenbelt Investment Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Greenbelt Investment Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Greenbelt Investment Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Greenbelt Investment Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Greenbelt Investment Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Greenbelt Investment Advisors?","answer":"Greenbelt Investment Advisors’ main office is at 100 E Main Street, Suite 101, Round Rock, TX 78664. Its phone number is 800-617-3900.","source":"Form ADV Part 1A, Item 1.F, filed 19 February 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."}