GREENBELT INVESTMENT ADVISORS, LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Texas, United States

Employees

Total Number of Employees	5
Investment Advisory/Research	5
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	5
Licensed Agents of an Insurance Company	3
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	0	$0
Non-Discretionary	408	$134.6M
Total	408	$134.6M

Clients

Type	Number	RAUM
Individuals	236	$34.8M
HNW Individuals	166	$91.1M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	<5	$7.8M
Charitable organizations	<5	$861,683
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	101-250

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businesses
Compensation	% of AUMHourly chargesFixed fees

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	0
Portfolio Manager	0
Both for Same	134.6M

Portfolio Manager to Program	Sponsor
ASSET MANAGEMENT PROGRAM	GREENBELT INVESTMENT ADVISORS, LLC

Identifiers

SEC RIA File Number	801-126059
SEC ERA File Number	801-126059
SEC CIK Numbers	None
SEC CRD Numbers	155704
Legal Entity Identifier	None

Principal Office

100 E MAIN STREET
SUITE 101
ROUND ROCK
TX
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic