Greenwood Gearhart, Inc.

Greenwood Gearhart is a US-based registered investment advisory firm specializing in tailored financial planning and investment management services for high-net-worth individuals, families, small businesses, and institutions. Established in 1982 and headquartered in Fayetteville, US, Greenwood Gearhart focuses on delivering personalized investment strategies and wealth management solutions. The firm has engaged in a single investment deal, with a notable transaction occurring on November 18, 2025, when Constellation Wealth Capital invested in the company. Greenwood Gearhart provides comprehensive financial planning and investment advisory services.

Their offerings include customized investment strategies, retirement planning, and wealth management solutions tailored for individuals and families, along with asset management services for small businesses and institutions, primarily in the US market. The firm operates under a fee-based revenue model, charging clients a percentage of assets under management (AUM) or a flat fee for financial planning services. Clients engage with Greenwood Gearhart to develop tailored investment portfolios aligned with their risk tolerance and financial goals, ensuring transparency regarding associated fees. Greenwood Gearhart plans to enhance its wealth management solutions and accelerate growth following the recent investment from Constellation Wealth Capital in November 2025.

The firm aims to expand its market presence and is currently exploring the launch of new financial products geared towards evolving client needs. Specific geographic expansion plans are anticipated, targeting new regional markets by 2026.