Sign in Sign up for free

Greer Capital Advisors, LLC (Birmingham)


Greer Capital Advisors, LLC is an adviser based in Birmingham. It manages $59.59 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Alabama.

Logo

Greer Capital Advisors provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Greer Capital Advisors: assets under management

The assets under management (AUM) of Greer Capital Advisors, LLC is $59.59 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 61% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $59.59 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $19.86 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Greer Capital Advisors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Birmingham

The principal office where Greer Capital Advisors, LLC performs its advisory services is located at 2200 Woodcrest Place, Birmingham, AL 35209, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 205-445-0800 or by fax 205-445-1013. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.greercap.com.


Registered investment advisers similar to Greer Capital Advisors, LLC