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GREATMARK INVESTMENT PARTNERS, INC.
CRD 105267 · SEC 801-29945
6001 RIVER RD, SUITE 300, COLUMBUS, GA, 31904-4556, United States
Phone
706-327-2128
Fax
706-327-7487
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.02B
Discretionary AUM
$1.01B
Team
7 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-02
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 223 | $79.4M |
| High net worth individuals | 197 | $916.5M |
| Pension/profit sharing plans | 4 | $17.5M |
| Charitable organizations | 8 | $7.0M |
| Corporations/business entities | 1 | $325K |
States served
AL, GA, NC, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD