GREATMARK INVESTMENT PARTNERS, INC.
C38
CRD 105267·SEC 801-29945·COLUMBUS, GA
AUM
$1.02B
$1B+
Est. Revenue
$10.2M
@ 1% on AUM
Est. EBITDA
$3.1M
@ 30% margin
Est. Deal Value
$24.5M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $401.9M
'21 · $515.2M
'22 · $588.8M
'23 · $739.8M
'25 · $938.7M
'26 · $1.02B
'20'26
$401.9M → $1.02B▲ +154%
Client mix
| Individuals Other | 223 |
| Individuals High Net Worth | 197 |
| Charitable Organizations | 8 |
| Pension Profit Sharing Plans | 4 |
| Corporations | 1 |
Operations
Advisory staff (5-yr trend)
'20 · 3 advisors
'21 · 3 advisors
'22 · 1 advisors
'23 · 3 advisors
'25 · 3 advisors
'26 · 3 advisors
'20'26
3 advisors → 3 advisors▬ 0%
Branches
—
Custodian & Brokerage
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (17)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
6001 RIVER RDSUITE 300COLUMBUS, GA 31904-4556
Business
6001 RIVER RDSUITE 300COLUMBUS, GA 31904-4556
Edgar Recent Filings
13F-HR2026-04-28 · 0001540944-26-000002
13F-HR2026-01-27 · 0001540944-26-000001