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

Identifiers

SEC RIA File Number 801-29945
SEC ERA File Number 801-29945
SEC CIK Numbers 1540944
SEC CRD Numbers 105267
Legal Entity Identifier None

Principal Office

6001 RIVER RD
SUITE 300
COLUMBUS
GA
United States
Monday - Friday, 8:30 AM TO 5 PM
Tel: 706-327-2128, Fax: 706-327-7487

Chief Compliance Officer

JEFFREY G. ADAMS
PRESIDENT
6001 RIVER RD
SUITE 300
COLUMBUS
GA
United States
Tel: 706-327-2128
Fax: 706-327-7487
(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
(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

10502020202120222023202420254 on 3/16/20204 on 6/26/20205 on 12/11/20204 on 3/11/20213 on 3/24/20213 on 12/16/20213 on 12/23/20215 on 3/11/20225 on 10/21/20225 on 3/15/20235 on 6/5/20235 on 2/23/2024

RAUM, Historic

800M400M0202020212022202320242025515218374 on 3/16/2020515218374 on 6/26/2020515218374 on 12/11/2020588763489 on 3/11/2021588763489 on 3/24/2021588763489 on 12/16/2021588763489 on 12/23/2021739755969 on 3/11/2022739755969 on 10/21/2022685638757 on 3/15/2023685638757 on 6/5/2023794299101 on 2/23/2024

No. Clients, Historic

4002000202020212022202320242025313 on 3/16/2020313 on 6/26/2020313 on 12/11/2020328 on 3/11/2021328 on 3/24/2021328 on 12/16/2021328 on 12/23/2021348 on 3/11/2022348 on 10/21/2022364 on 3/15/2023364 on 6/5/2023379 on 2/23/2024

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