DFX Intelligence

Data Factory

Greenwood Gearhart, LLC

Family Offices

Fayetteville, AR

Greenwood Gearhart offers comprehensive wealth management and family office services to High Net Worth families.

This is the graph view. The full profile, with its team, deals and sources, is on Family Offices.Open the full profile →

Search this name across graphsid dfx:fo:a7e11732-3a34-4812-8f8e-3a2db58ff160

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures, dfx's own graph. Page built Sep 19, 2026, 3:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 35
Dated events: 40
On other graphs: 4
Observed: Sep 12, 2026 to Sep 16, 2026
79 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

Greenwood Gearhart, LLC

Capital provider to sponsors · shared crd

Private Equityidentity

Greenwood Gearhart Inc.

Private equity manager · shared crd

RIA / Wealth Managementidentity

GREENWOOD GEARHART, LLC

Registered adviser · shared crd

Real Estate Fundsidentity

Greenwood Gearhart Inc.

Real estate fund manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Regulatory AUM: $2.0BForm ADV, as of 2026-03-30
13F value: $1.8B134 positions, 2026-03-31; never AUM
Private funds: 1
Investments: 0
Direct investments: 0
People: 32
Decision makers: 16derived
Website: greenwoodgearhart.com

People

Person	Title	Role	Seniority	Family member	Current	Evidence
Donald James Epp	Chief Operating Officer	operations	senior	n/a	yes	fact
George B Gearhart	Chief Executive Officer Compliance Officer	leadership	principal	n/a	yes	fact
Denise Anderson	Director, Portfolio Management	leadership	senior	n/a	yes	fact
Lisa Brown	Chief Compliance Officer	operations	unknown	n/a	yes	fact
Corbin Harris	Analyst, Investment Management	Direct investments	unknown	n/a	yes	fact
Scott Alaniz	Director, Client Operations	operations	unknown	n/a	yes	fact
Kate Morris	Associate, Client Experience	other	unknown	n/a	yes	fact
Taylor McCracken	Director, Wealth Advisor, Shareholder	leadership	senior	n/a	yes	fact
Kelly Foster	Associate Wealth Advisor	other	unknown	n/a	yes	fact
Carla Petty	Director, Accounting & Tax Services, Shareholder	leadership	senior	n/a	yes	fact
Heard Stoddard	Associate, Wealth Planner	other	unknown	n/a	yes	fact
Rachel Proctor	Director, Wealth Advisor	leadership	senior	n/a	yes	fact
Lisa A. Brown	Chief Operating Officer	operations	unknown	n/a	yes	fact
Donny Epp	Chief Relationship Officer, Head of Wealth Management, Shareholder	leadership	senior	n/a	yes	fact
Trish Dick	Senior Associate, Investment Management	Direct investments	unknown	n/a	yes	fact
Chris Hardy	Senior Associate, Client Experience	other	unknown	n/a	yes	fact
Heather Kuester	Associate, Wealth Planner	other	unknown	n/a	yes	fact
G. Brock Gearhart	President & Principal	leadership	senior	n/a	yes	fact
Jake Berta	Director, Wealth Advisor, Shareholder	leadership	senior	n/a	yes	fact
Receptionist Trish Dick	Senior Associate, Investment Management Jon M. Fagg II	Direct investments	unknown	n/a	yes	fact
Jon M. Fagg II	Director, Wealth Advisor, Shareholder	leadership	senior	n/a	yes	fact
Ann Parette	Director, Administration & Retirement Plan Services	operations	unknown	n/a	yes	fact
Doug Hudson	Managing Director, Investment Management, Shareholder	leadership	senior	n/a	yes	fact
Johann Komander	Managing Director	leadership	senior	n/a	yes	fact
Damon Allen Akin	Director, Portfolio Management, Shareholder	leadership	senior	n/a	yes	fact

Relationships

Employs (32)

→ Donna WetzelPersonAnalyst, Client Experience
factThe subject's own site
→ Heard StoddardPersonAssociate, Wealth Planner
factThe subject's own site
→ Rachel ProctorPersonDirector, Wealth Advisor
factThe subject's own site
→ Carla PettyPersonDirector, Accounting & Tax Services, Shareholder
factThe subject's own site
→ Ann ParettePersonDirector, Administration & Retirement Plan Services
factThe subject's own site
→ Kate MorrisPersonAssociate, Client Experience
factThe subject's own site
→ Jett T. MoorePersonTax Associate
factThe subject's own site
→ Taylor McCrackenPersonDirector, Wealth Advisor, Shareholder
factThe subject's own site
→ Ellen MastersPersonSenior Tax Associate
factThe subject's own site
→ Mason S. LanePersonAssociate, Wealth Planner
factThe subject's own site
→ Heather KuesterPersonAssociate, Wealth Planner
factThe subject's own site
→ Avery JacobsPersonAssociate, Client Experience
factThe subject's own site
→ Corbin HarrisPersonAnalyst, Investment Management
factThe subject's own site
→ Chris HardyPersonSenior Associate, Client Experience
factThe subject's own site
→ Kelly FosterPersonAssociate Wealth Advisor
factThe subject's own site
→ Jon M. Fagg IIPersonDirector, Wealth Advisor, Shareholder
factThe subject's own site
→ Trish DickPersonSenior Associate, Investment Management
factThe subject's own site
→ Madison V. BlalockPersonManager, Client Experience
factThe subject's own site
→ Jake BertaPersonDirector, Wealth Advisor, Shareholder
factThe subject's own site
→ J. Denise AndersonPersonAnalyst, Client Experience
factThe subject's own site
→ Damon Allen AkinPersonDirector, Portfolio Management, Shareholder
factThe subject's own site
→ Scott AlanizPersonDirector, Client Operations
factThe subject's own site
→ Johann KomanderPersonManaging Director
factThe subject's own site
→ Doug HudsonPersonManaging Director, Investment Management, Shareholder
factThe subject's own site
→ Donny EppPersonChief Relationship Officer, Head of Wealth Management, Shareholder
factThe subject's own site
→ Lisa A. BrownPersonChief Operating Officer
factThe subject's own site
→ G. Brock GearhartPersonPresident & Principal
factThe subject's own site
→ Receptionist Trish DickPersonSenior Associate, Investment Management Jon M. Fagg II
factThe subject's own site
→ Lisa BrownPersonChief Compliance Officer
factForm 13F
→ Denise AndersonPersonDirector, Portfolio Management
factForm 13F
and 2 more

Vehicle of (2)

← GG Z SPV 1, LLCVehicleADV private fund
Mar 17, 2023 to presentfactForm ADV
← GG CT SPV 1, LLCVehicleADV private fund
Mar 17, 2023 to presentfactForm ADV

Owns (1)

← GG Ria Holdco, LLCOrg75% or more (Member)
Nov 1, 2025 to presentfactForm ADV

Dated events

40 bookkeeping events (roster, classification and holdings changes) folded below

Show 40 bookkeeping events

First seen by DFX
Sep 13, 2026
date not stated
Greenwood Gearhart, LLC: OUTSOURCED_FAMILY_OFFICE -> CONFIRMED_MFO (The firm's own About page describes it as a multi-family office investment firm serving high-net-worth families nationwide.)
First seen by DFX
Sep 12, 2026
date not stated
Greenwood Gearhart, LLC found on the SEC adviser roster (services_description)
Occurred
May 7, 2026
Greenwood Gearhart LLC reported $1,849,085,616 across 134 13(f) positions for the quarter ended 2026-03-31
Occurred
Mar 31, 2026
Greenwood Gearhart LLC reduced Vanguard World Fd 18,997 -> 10,447 shares ($14,319,356 -> $7,288,894)
Occurred
Mar 31, 2026
Greenwood Gearhart LLC reduced Caterpillar Inc 34,136 -> 21,509 shares ($19,555,265 -> $15,237,990)
Occurred
Mar 31, 2026
Greenwood Gearhart LLC increased Palo Alto Networks Inc 54,785 -> 84,030 shares ($10,091,397 -> $13,471,690)
Occurred
Mar 31, 2026
Greenwood Gearhart LLC increased Salesforce Inc 867 -> 77,622 shares ($229,551 -> $14,489,610)
Occurred
Mar 31, 2026
Greenwood Gearhart LLC increased Vanguard Star Fds 981,146 -> 1,430,075 shares ($74,017,628 -> $110,273,064)
Occurred
Mar 31, 2026
Greenwood Gearhart LLC reduced Schwab Strategic Tr 4,746,845 -> 3,521,321 shares ($127,737,605 -> $90,286,671)
Occurred
Mar 31, 2026
Greenwood Gearhart LLC reduced Vanguard Index Fds 75,278 -> 46,292 shares ($25,238,455 -> $14,850,937)
Occurred
Feb 4, 2026
Greenwood Gearhart Inc reported $1,817,517,409 across 109 13(f) positions for the quarter ended 2025-12-31
Occurred
Dec 31, 2025
Greenwood Gearhart Inc opened a $14,146,583 position in KKR & Co Inc (110,971 shares)
Occurred
Dec 31, 2025
Greenwood Gearhart Inc increased Netflix Inc 328 -> 79,618 shares ($393,246 -> $7,464,984)
Occurred
Dec 31, 2025
Greenwood Gearhart Inc increased Select Sector Spdr Tr 205,988 -> 416,882 shares ($17,964,182 -> $17,796,686)
Occurred
Dec 31, 2025
Greenwood Gearhart Inc increased Wells Fargo Co New 12,239 -> 39,939 shares ($1,025,851 -> $3,722,291)
Occurred
Dec 31, 2025
Greenwood Gearhart Inc reduced Select Sector Spdr Tr 676,495 -> 463,308 shares ($36,442,772 -> $25,375,373)
Occurred
Nov 12, 2025
Greenwood Gearhart Inc reported $1,734,850,775 across 104 13(f) positions for the quarter ended 2025-09-30
Occurred
Sep 30, 2025
Greenwood Gearhart Inc increased American Express Co 5,094 -> 31,525 shares ($1,624,884 -> $10,471,344)
Occurred
Sep 30, 2025
Greenwood Gearhart Inc reduced Toast Inc 68,300 -> 42,740 shares ($3,025,007 -> $1,560,437)
Occurred
Sep 30, 2025
Greenwood Gearhart Inc reduced Visa Inc 49,101 -> 27,185 shares ($17,433,465 -> $9,280,350)
Occurred
Sep 30, 2025
Greenwood Gearhart Inc increased Ishares Tr 419,851 -> 638,897 shares ($40,209,130 -> $61,628,005)
Occurred
Jul 24, 2025
Greenwood Gearhart Inc reported $1,601,600,455 across 105 13(f) positions for the quarter ended 2025-06-30
Occurred
Jun 30, 2025
Greenwood Gearhart Inc reduced Spdr Series Trust 81,301 -> 60,065 shares ($6,534,175 -> $5,725,372)
Occurred
Jun 30, 2025
Greenwood Gearhart Inc reduced Vanguard Admiral Fds Inc 11,511 -> 1,371 shares ($2,120,291 -> $258,771)
Occurred
Jun 30, 2025
Greenwood Gearhart Inc opened a $40,082,819 position in Vanguard Tax-Managed Fds (703,084 shares)
Occurred
Jun 30, 2025
Greenwood Gearhart Inc exited Merck & Co Inc (was $12,297,608, 137,005 shares)
Occurred
Jun 30, 2025
Greenwood Gearhart Inc exited Accenture Plc Ireland (was $12,396,101, 39,726 shares)
Occurred
Jun 30, 2025
Greenwood Gearhart Inc exited Asml Holding N V (was $9,614,761, 14,510 shares)
Occurred
Jun 30, 2025
Greenwood Gearhart Inc increased Palo Alto Networks Inc 2,590 -> 52,688 shares ($441,958 -> $10,782,072)
Occurred
Jun 30, 2025
Greenwood Gearhart Inc increased Select Sector Spdr Tr 328,706 -> 424,295 shares ($47,994,399 -> $57,190,722)
Occurred
Jun 30, 2025
Greenwood Gearhart Inc increased Vanguard Index Fds 26,019 -> 77,028 shares ($7,151,062 -> $23,411,120)
Occurred
Jun 30, 2025
Greenwood Gearhart Inc increased Invesco Qqq Tr 63,427 -> 82,547 shares ($29,742,196 -> $45,535,718)
Occurred
Jun 30, 2025
Greenwood Gearhart Inc increased Vanguard World Fd 484 -> 18,976 shares ($262,366 -> $12,586,223)
Occurred
May 6, 2025
Greenwood Gearhart Inc reported $1,445,440,912 across 106 13(f) positions for the quarter ended 2025-03-31
Occurred
Mar 31, 2025
Greenwood Gearhart Inc reduced Home Depot Inc 6,259 -> 4,647 shares ($2,434,688 -> $1,703,079)
Occurred
Mar 31, 2025
Greenwood Gearhart Inc increased Entergy Corp New 19,844 -> 33,014 shares ($1,504,572 -> $2,822,367)
Occurred
Mar 31, 2025
Greenwood Gearhart Inc increased J P Morgan Exchange Traded F 762,687 -> 1,151,353 shares ($38,416,544 -> $58,293,002)
Occurred
Mar 31, 2025
Greenwood Gearhart Inc reduced Ishares Tr 21,067 -> 15,037 shares ($2,222,147 -> $1,587,907)
Occurred
Mar 31, 2025
Greenwood Gearhart Inc reduced Stryker Corporation 6,552 -> 4,569 shares ($2,359,141 -> $1,700,907)
Occurred
Mar 31, 2025
Greenwood Gearhart Inc reduced Vanguard Admiral Fds Inc 24,446 -> 11,511 shares ($4,510,598 -> $2,120,291)

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 2 business phones (Form ADV, office website), 2 office addresses (Form 13F, Form ADV), 2 websites (Form ADV, office website) · as of 2026-09-16

Lisa Brown
Chief Compliance Officer · Revealable: 1 business phone (Form 13F)
Denise Anderson
Director, Portfolio Management · Revealable: 1 business phone (Form 13F)

Also named here, with no published line of their own (reach them through the firm): Donna Wetzel (Analyst, Client Experience), Heard Stoddard (Associate, Wealth Planner), Rachel Proctor (Director, Wealth Advisor), Carla Petty (Director, Accounting & Tax Services, Shareholder), Ann Parette (Director, Administration & Retirement Plan Services), Kate Morris (Associate, Client Experience), Jett T. Moore (Tax Associate), Taylor McCracken (Director, Wealth Advisor, Shareholder), Ellen Masters (Senior Tax Associate), Mason S. Lane (Associate, Wealth Planner), Heather Kuester (Associate, Wealth Planner), Avery Jacobs (Associate, Client Experience).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Family Offices
Canonical id: dfx:fo:a7e11732-3a34-4812-8f8e-3a2db58ff160
First observed: Sep 12, 2026
Last observed: Sep 16, 2026 2 days ago
Source families: Federal regulator filings, Firm and issuer disclosures, DFX's own graph
5 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Greenwood Gearhart, LLC

Family Offices

Fayetteville, AR

Greenwood Gearhart offers comprehensive wealth management and family office services to High Net Worth families.

This is the graph view. The full profile, with its team, deals and sources, is on Family Offices.Open the full profile →

Search this name across graphsid dfx:fo:a7e11732-3a34-4812-8f8e-3a2db58ff160

Person

Title

Role

Seniority

Family member

Current

Evidence

Donald James Epp

Chief Operating Officer

operations

senior

n/a

yes

fact

George B Gearhart

Chief Executive Officer Compliance Officer

leadership

principal

n/a

yes

fact

Denise Anderson

Director, Portfolio Management

leadership

senior

n/a

yes

fact

Lisa Brown

Chief Compliance Officer

operations

unknown

n/a

yes

fact

Corbin Harris

Analyst, Investment Management

Direct investments

unknown

n/a

yes

fact

Scott Alaniz

Director, Client Operations

operations

unknown

n/a

yes

fact

Kate Morris

Associate, Client Experience

other

unknown

n/a

yes

fact

Taylor McCracken

Director, Wealth Advisor, Shareholder

leadership

senior

n/a

yes

fact

Kelly Foster

Associate Wealth Advisor

other

unknown

n/a

yes

fact

Carla Petty

Director, Accounting & Tax Services, Shareholder

leadership

senior

n/a

yes

fact

Heard Stoddard

Associate, Wealth Planner

other

unknown

n/a

yes

fact

Rachel Proctor

Director, Wealth Advisor

leadership

senior

n/a

yes

fact

Lisa A. Brown

Chief Operating Officer

operations

unknown

n/a

yes

fact

Donny Epp

Chief Relationship Officer, Head of Wealth Management, Shareholder

leadership

senior

n/a

yes

fact

Trish Dick

Senior Associate, Investment Management

Direct investments

unknown

n/a

yes

fact

Chris Hardy

Senior Associate, Client Experience

other

unknown

n/a

yes

fact

Heather Kuester

Associate, Wealth Planner

other

unknown

n/a

yes

fact

G. Brock Gearhart

President & Principal

leadership

senior

n/a

yes

fact

Jake Berta

Director, Wealth Advisor, Shareholder

leadership

senior

n/a

yes

fact

Receptionist Trish Dick

Senior Associate, Investment Management Jon M. Fagg II

Direct investments

unknown

n/a

yes

fact

Jon M. Fagg II

Director, Wealth Advisor, Shareholder

leadership

senior

n/a

yes

fact

Ann Parette

Director, Administration & Retirement Plan Services

operations

unknown

n/a

yes

fact

Doug Hudson

Managing Director, Investment Management, Shareholder

leadership

senior

n/a

yes

fact

Johann Komander

Managing Director

leadership

senior

n/a

yes

fact

Damon Allen Akin

Director, Portfolio Management, Shareholder

leadership

senior

n/a

yes

fact