SourcingSourcing

GREENLIGHT INVESTMENT ADVISORS, LLC

C25
CRD 308546·SEC 801-119096·ATLANTA, GA
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GREENLIGHT INVESTMENT ADVISORS, LLC
CRD
308546
SEC file #
801-119096
EIN
—
DBA names
Greenlight Investment Advisors

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
—

Operations

Employees (total)
6
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'21'26
1 advisors → 1 advisors▬ 0%
Primary office
ATLANTA GA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Other Advisory Services
Fee basis
Other Compensation

Filings

Latest ADV filing
03/18/2026
ADV-W filed at
—
Website
tiktok.com/@greenlightcard

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GREENLIGHT FINANCIAL TECHNOLOGY,
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
GREENLIGHT FINANCIAL TECHNOLOGY,
SHEEHAN, TIMOTHY, P
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:greenlight.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3278
Soi Zip Pct 200k Plus
0.1169
Soi Zip Returns 200k Plus
1,270
Soi Zip Total AGI
1,208,906
Fdic Zip Total Deposits
776,659,402,000
Fdic Zip Branch Count
308
Fdic Zip Top Banks
SunTrust Bank
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (18)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
Wachovia Bank of Georgia, National AssociationAtlanta, GA
NationsBank of Georgia, National AssociationAtlanta, GA
Fdic Zip HHI
4258.21
Fdic Zip Top Bank Share Pct
53.04
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI28,695
Returns2,210
Stub 2
AGI69,847
Returns1,890
Stub 3
AGI112,052
Returns1,800
Soi Zip Total Business Income
28,732
Soi Zip Total Cap Gains
53,617
Soi Zip Total Dividends
20,756
Soi Zip Total Returns
10,860
Trust Company Affiliate
No

People (2)

2
SHEEHAN, TIMOTHY, P
Executive Officer · 2.5%
3035766
KELLY MOSS ZIGAITIS
Executive Officer · 2.5%
5276344