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Each asset band is charged at its own rate.","source":"GREENWOOD GEARHART FIRM BROCHURE, filed 20 May 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Greenwood Gearhart use?","answer":"Greenwood Gearhart’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.96B. 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 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Greenwood Gearhart have?","answer":"Greenwood Gearhart has 14 investment adviser representatives registered with state securities authorities, out of 26 employees, and 14 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Greenwood Gearhart invest in?","answer":"At the end of its last fiscal year, Greenwood Gearhart’s separately managed accounts held 78% exchange-traded equities, 17% registered funds (mutual funds, ETFs, BDCs) and 5% cash and equivalents. 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