← Tributary

GREENWOOD GEARHART, LLC

FAYETTEVILLE, AR · CRD 110379 · IAPD ↗ · 479-521-5353

$1.97BRegulatory AUM
14Advisory reps
26Employees
0Clients
251-500Planning clients
1Private funds
21States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — GREENWOOD GEARHART, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
73
April 2026 — GREENWOOD GEARHART, LLC grew from 11 to 14 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
49
February 2026 — GREENWOOD GEARHART, LLC notice-filed in GA, KS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
January 2026 — GREENWOOD GEARHART, LLC filed an Item 4A succession naming GREENWOOD GEARHART INC. (CRD 110379) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance
60
January 2026 — GREENWOOD GEARHART INC. is now doing business as GREENWOOD GEARHART, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
47
December 2025 — GREENWOOD GEARHART INC. notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2025 — GREENWOOD GEARHART INC. notice-filed in KS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
69
March 2025 — GREENWOOD GEARHART INC. reported RAUM up 48% ($1.11B -> $1.64B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
73
March 2025 — GREENWOOD GEARHART INC. grew from 8 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
49
January 2025 — GREENWOOD GEARHART INC. notice-filed in AZ, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
51
November 2024 — GREENWOOD GEARHART INC. notice-filed in AL, DC, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
October 2024 — GREENWOOD GEARHART INC. notice-filed in NH, OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2024 — GREENWOOD GEARHART INC. crossed $1B in regulatory AUM ($877.8M -> $1.11B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
February 2024 — GREENWOOD GEARHART INC. notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.