GREATMARK INVESTMENT PARTNERS, INC.
Adviser information for GREATMARK INVESTMENT PARTNERS, INC. last updated from Form ADV on February 23rd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Corporation |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Georgia, United States |
Employees
Total Number of Employees | 5 |
---|---|
Investment Advisory/Research | 3 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 3 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 982 | $789.4M |
Non-Discretionary | 27 | $4.9M |
Total | 1,009 | $794.3M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 195 | $74.3M |
HNW Individuals | 171 | $698.6M |
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 | $13.4M |
Charitable organizations | 7 | $7.7M |
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 | <5 | $283,181 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
Services
Advisory Services | Portfolio management for individuals and/or small businesses |
---|---|
Compensation | % of AUMFixed fees |
Principal Office
6001 RIVER RDSUITE 300
COLUMBUS
GA
United States
Monday - Friday, 8:30 AM TO 5 PM
Tel: 706-327-2128, Fax: 706-327-7487
Websites
Chief Compliance Officer
JEFFREY G. ADAMS
PRESIDENT
6001 RIVER RD
SUITE 300
COLUMBUS
GA
United States
Tel:
706-327-2128
Fax:
706-327-7487
J***@******************M
(Full email address available in API data)
Regulatory Contact
RICHARD B. ILLGES
VICE PRESIDENT
6001 RIVER RD
SUITE 300
COLUMBUS
GA
United States
Tel:
706-327-2128
Fax:
706-327-7487
R******@******************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
ADAMS, JEFFREY, GUY | Individual | – | OFFICER, CHIEF COMPLIANCE OFFICER | 03/2002 | 25-50% |
ILLGES, RICHARD, BARNETT | Individual | – | OFFICER | 09/2013 | 25-50% |
FOWLER, WADE, H. | Individual | – | OFFICER | 10/2022 | 10-25% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 8th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
AMAZON COM INC COM | Stock | 17M | 87K | 0 |
PARAMOUNT GLOBAL CLASS B COM | Stock | 956K | 92K | 0 |
GLOBAL PMTS INC COM | Stock | 5M | 57K | 0 |
ELEVANCE HEALTH INC COM | Stock | 10M | 19K | 0 |
JOHNSON & JOHNSON COM | Stock | 15M | 102K | 0 |
WILLIAMS SONOMA INC COM | Stock | 1M | 5K | 0 |
COSTCO WHSL CORP NEW COM | Stock | 1M | 1K | 0 |
SCOTTS MIRACLE-GRO CO CL A | Stock | 831K | 13K | 0 |
PRECISION DRILLING CORP COM NEW | Stock | 6M | 83K | 0 |
PROCTER AND GAMBLE CO COM | Stock | 1M | 9K | 0 |
COCA COLA CO COM | Stock | 11M | 166K | 0 |
GENERAL MLS INC COM | Stock | 3M | 45K | 0 |
PPG INDS INC COM | Stock | 906K | 7K | 0 |
OCCIDENTAL PETE CORP COM | Stock | 846K | 13K | 0 |
TRUIST FINL CORP COM | Stock | 220K | 6K | 0 |
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF | ETF | 215K | 11K | 0 |
UNITED PARCEL SERVICE INC CL B | Stock | 13M | 96K | 0 |
INTEL CORP COM | Stock | 13M | 421K | 0 |
NETFLIX INC COM | Stock | 21M | 31K | 0 |
PAYCHEX INC COM | Stock | 545K | 5K | 0 |
SPDR DOUBLELINE SHORT DURATION TOTAL RETURN TACTICAL ETF | ETF | 820K | 18K | 0 |
ISHARES SILVER TRUST | ETF | 239K | 9K | 0 |
MERCK & CO INC COM | Stock | 531K | 4K | 0 |
MASTERCARD INCORPORATED CL A | Stock | 344K | 780 | 0 |
ILLINOIS TOOL WKS INC COM | Stock | 11M | 45K | 0 |
UNITED RENTALS INC COM | Stock | 2M | 3K | 0 |
EMERSON ELEC CO COM | Stock | 5M | 49K | 0 |
VERIZON COMMUNICATIONS INC COM | Stock | 4M | 109K | 0 |
SHERWIN WILLIAMS CO COM | Stock | 636K | 2K | 0 |
PEPSICO INC COM | Stock | 1M | 7K | 0 |
KIMBERLY-CLARK CORP COM | Stock | 342K | 2K | 0 |
HOME DEPOT INC COM | Stock | 13M | 39K | 0 |
AUTOMATIC DATA PROCESSING INC COM | Stock | 333K | 1K | 0 |
SOUTHERN CO COM | Stock | 4M | 48K | 0 |
ROKU INC COM CL A | Stock | 330K | 6K | 0 |
FIRST TRUST INSTL PREFERRED SECURITIES & INCOME ETF | ETF | 246K | 13K | 0 |
REGIONS FINANCIAL CORP NEW COM | Stock | 271K | 14K | 0 |
ISHARES RUSSELL 1000 GROWTH ETF | ETF | 1M | 4K | 0 |
WHIRLPOOL CORP COM | Stock | 5M | 51K | 0 |
PIMCO ENHANCED SHORT MATURITY ACTIVE ETF | ETF | 299K | 3K | 0 |
BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 1M | 3K | 0 |
ALPHABET INC CAP STK CL A | Stock | 1M | 6K | 0 |
FISERV INC COM | Stock | 415K | 3K | 0 |
MICROSOFT CORP COM | Stock | 34M | 77K | 0 |
WARNER BROS DISCOVERY INC COM SER A | Stock | 950K | 128K | 0 |
CVS HEALTH CORP COM | Stock | 17M | 296K | 0 |
AMERIPRISE FINL INC COM | Stock | 16M | 38K | 0 |
BERKSHIRE HATHAWAY INC DEL CL A | Stock | 612K | 1 | 0 |
BOEING CO COM | Stock | 483K | 3K | 0 |
NIKE INC CL B | Stock | 237K | 3K | 0 |
NORFOLK SOUTHN CORP COM | Stock | 295K | 1K | 0 |
ALERIAN MLP ETF | ETF | 3M | 65K | 0 |
VANGUARD INFORMATION TECHNOLOGY ETF | ETF | 209K | 362 | 0 |
FIFTH THIRD BANCORP COM | Stock | 602K | 17K | 0 |
ELI LILLY & CO COM | Stock | 2M | 2K | 0 |
AIR PRODS & CHEMS INC COM | Stock | 3M | 11K | 0 |
DUKE ENERGY CORP NEW COM NEW | Stock | 461K | 5K | 0 |
AFLAC INC COM | Stock | 47M | 521K | 0 |
BROWN FORMAN CORP CL B | Stock | 211K | 5K | 0 |
MARATHON PETE CORP COM | Stock | 27M | 157K | 0 |
PROCORE TECHNOLOGIES INC COM | Stock | 332K | 5K | 0 |
VISA INC COM CL A | Stock | 943K | 4K | 0 |
KELLANOVA COM | Stock | 899K | 16K | 0 |
SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | ETF | 242K | 10K | 0 |
ZEBRA TECHNOLOGIES CORPORATION CL A | Stock | 4M | 13K | 0 |
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | ETF | 319K | 3K | 0 |
META PLATFORMS INC CL A | Stock | 751K | 1K | 0 |
NUVEEN MUNICIPAL CREDIT INCOME CEF | CEF | 4M | 290K | 0 |
AUTONATION INC COM | Stock | 18M | 112K | 0 |
COHEN & STEERS LIMITED DUR PFD & INC CEF | CEF | 3M | 168K | 0 |
INVESCO MUNI INVESTMENT GRADE CEF | CEF | 2M | 195K | 0 |
RH COM | Stock | 11M | 43K | 0 |
WISDOMTREE US TOTAL DIVIDEND ETF | ETF | 212K | 3K | 0 |
ACCENTURE PLC IRELAND SHS CLASS A | Stock | 321K | 1K | 0 |
NVIDIA CORPORATION COM | Stock | 395K | 3K | 0 |
GRAINGER W W INC COM | Stock | 14M | 15K | 0 |
ABBVIE INC COM | Stock | 7M | 40K | 0 |
ISHARES RUSSELL 2000 GROWTH ETF | ETF | 241K | 917 | 0 |
ARTISAN PARTNERS ASSET MGMT INC CL A | Stock | 1M | 26K | 0 |
SYNOVUS FINL CORP COM NEW | Stock | 981K | 24K | 0 |
ZIMMER BIOMET HOLDINGS INC COM | Stock | 2M | 17K | 0 |
QUALCOMM INC COM | Stock | 33M | 166K | 0 |
GENERAL DYNAMICS CORP COM | Stock | 6M | 22K | 0 |
MCDONALDS CORP COM | Stock | 3M | 13K | 0 |
CISCO SYS INC COM | Stock | 7M | 137K | 0 |
AT&T INC COM | Stock | 420K | 22K | 0 |
THERATECHNOLOGIES INC COM NEW | Stock | 21K | 15K | 0 |
GE AEROSPACE COM NEW | Stock | 360K | 2K | 0 |
CALAMOS CONVERTIBLE & HIGH INCOME CEF | CEF | 3M | 249K | 0 |
WELLS FARGO CO NEW COM | Stock | 1M | 17K | 0 |
DARDEN RESTAURANTS INC COM | Stock | 964K | 6K | 0 |
VANGUARD MID-CAP VALUE ETF | ETF | 206K | 1K | 0 |
LOCKHEED MARTIN CORP COM | Stock | 242K | 519 | 0 |
JPMORGAN CHASE & CO. COM | Stock | 1M | 6K | 0 |
CHEVRON CORP NEW COM | Stock | 4M | 25K | 0 |
CONOCOPHILLIPS COM | Stock | 1M | 9K | 0 |
PIMCO ENHANCED LOW DURATION ACTIVE ETF | ETF | 3M | 33K | 0 |
KOHLS CORP COM | Stock | 2M | 91K | 0 |
BANK AMERICA CORP COM | Stock | 8M | 204K | 0 |
WALMART INC COM | Stock | 2M | 33K | 0 |
INTERNATIONAL BUSINESS MACHS COM | Stock | 296K | 2K | 0 |
ORACLE CORP COM | Stock | 783K | 6K | 0 |
RTX CORPORATION COM | Stock | 366K | 4K | 0 |
TARGET CORP COM | Stock | 7M | 50K | 0 |
GILEAD SCIENCES INC COM | Stock | 2M | 31K | 0 |
ALPHABET INC CAP STK CL C | Stock | 904K | 5K | 0 |
AMERICAN EXPRESS CO COM | Stock | 29M | 125K | 0 |
AMGEN INC COM | Stock | 20M | 65K | 0 |
NUVEEN PREFERRED & INCOME OPPS CEF | CEF | 8M | 1M | 0 |
ISHARES 7-10 YEAR TREASURY BOND ETF | ETF | 3M | 32K | 0 |
IPG PHOTONICS CORP COM | Stock | 2M | 21K | 0 |
PHILIP MORRIS INTL INC COM | Stock | 499K | 5K | 0 |
FIDELITY LIMITED TERM BOND ETF | ETF | 223K | 5K | 0 |
ALTRIA GROUP INC COM | Stock | 406K | 9K | 0 |
EXXON MOBIL CORP COM | Stock | 5M | 42K | 0 |
UNITEDHEALTH GROUP INC COM | Stock | 339K | 665 | 0 |
TRAVELERS COMPANIES INC COM | Stock | 11M | 56K | 0 |
LOWES COS INC COM | Stock | 18M | 80K | 0 |
COLGATE PALMOLIVE CO COM | Stock | 368K | 4K | 0 |
DEVON ENERGY CORP NEW COM | Stock | 18M | 377K | 0 |
PAYPAL HLDGS INC COM | Stock | 15M | 267K | 0 |
CHARLES SCHWAB CORPORATION COM | Stock | 23M | 316K | 0 |
APPLE INC COM | Stock | 31M | 147K | 0 |
ABBOTT LABS COM | Stock | 457K | 4K | 0 |
DISNEY WALT CO COM | Stock | 274K | 3K | 0 |
BOOKING HOLDINGS INC COM | Stock | 9M | 2K | 0 |
ISHARES RUSSELL 1000 VALUE ETF | ETF | 222K | 1K | 0 |