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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

GREATMARK INVESTMENT PARTNERS, INC.

CRD 105267

COLUMBUS, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d326991f-4e5f-09e0-9eb9-2b0830487664

Data as of Mar 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: Mar 28, 2012 to Mar 2, 2026
29 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.0BItem 5.F on the latest filing (2026-03-02); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.0B
Private client RAUM: $996MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $340Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,159
Individual clients: 223
High net worth clients: 197
Custody, client assets: $310M
SEC number: 801-29945
CRD: 105267
Filings on the tape: 29
First filed: Mar 28, 2012
Latest filed: Mar 2, 2026
Organised: Corporation, GA
Website: greatmarkonline.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JEFFREY GUY ADAMS	Certified Financial Planner\|Chartered Financial Analyst	COLUMBUS, GA	23	33	n/a	no
RICHARD BARNETT ILLGES	n/a	COLUMBUS, GA	17	31	1	no
WADE H. FOWLER	Chartered Financial Analyst	COLUMBUS, GA	3	14	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ADAMS, JEFFREY, GUY	OFFICER, CHIEF COMPLIANCE OFFICER	C	yes	03/2002	Mar 2, 2026	Mar 2, 2026
FOWLER, WADE, H.	Officer	B	yes	10/2022	Mar 2, 2026	Mar 2, 2026
ILLGES, RICHARD, BARNETT	Officer	C	yes	09/2013	Mar 2, 2026	Mar 2, 2026
Rustin, Colleen, Day	CHIEF OPERATING OFFICER	Na	yes	03/2024	Mar 2, 2026	Mar 2, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 2, 2026	$1.0B	$1.0B	7	3	0	n/a	n/a
2024	Mar 13, 2025	$939M	$933M	6	3	0	n/a	n/a
2023	Feb 23, 2024	$794M	$789M	5	3	0	n/a	n/a
2022	Mar 15, 2023	$686M	$681M	5	3	0	n/a	n/a
2021	Mar 11, 2022	$740M	$732M	5	2	0	n/a	n/a
2020	Mar 11, 2021	$589M	$583M	4	2	0	n/a	n/a
2019	Mar 16, 2020	$515M	$511M	4	3	0	n/a	n/a
2018	Mar 22, 2019	$402M	$365M	4	3	0	n/a	n/a
2017	Mar 12, 2018	$394M	$352M	4	3	0	n/a	n/a
2016	Mar 23, 2017	$354M	$321M	3	2	n/a	n/a	n/a
2015	Mar 30, 2016	$349M	$315M	3	2	n/a	n/a	n/a
2014	Mar 30, 2015	$324M	$322M	5	2	n/a	n/a	n/a
2013	Mar 28, 2014	$286M	$280M	5	2	n/a	n/a	n/a
2012	Mar 27, 2013	$232M	$220M	4	2	n/a	n/a	n/a
2011	Mar 28, 2012	$186M	$177M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.0B	$939M	8.7%	$686M	14.2%	7	6	0	0

Relationships

Registered with (3)

← WADE H. FOWLERAdvisorregistration: current employment
Oct 13, 2022 to presentfactForm ADV
← RICHARD BARNETT ILLGESAdvisorregistration: current employment
Dec 5, 2008 to presentfactForm ADV
← JEFFREY GUY ADAMSAdvisorregistration: current employment
Mar 18, 2003 to presentfactForm ADV

Controls (3)

← ADAMS, JEFFREY, GUYOwnerOFFICER, CHIEF COMPLIANCE OFFICER, ownership code C, individual
Mar 28, 2012 to May 20, 2024factForm ADV
← ILLGES, RICHARD, BARNETTOwnerOFFICER, ownership code C, individual
Mar 28, 2012 to May 20, 2024factForm ADV
← FOWLER, WADE, H.OwnerOFFICER, ownership code B, individual
Oct 21, 2022 to May 20, 2024factForm ADV

Dated events

Occurred
Oct 21, 2022
Control person joined
H. Wade Fowler (Officer) appeared on Schedule A of Greatmark Investment Partners, Inc.
Form ADVobserved 5 days ago
Occurred
Mar 11, 2022
Regulatory AUM changed
Greatmark Investment Partners, Inc. reported RAUM $739.8M, up 26% from $588.8M (2021-12-23 to 2022-03-11)
Form ADVobserved 5 days ago
$151M
Occurred
Mar 16, 2020
Regulatory AUM changed
Greatmark Investment Partners, Inc. reported RAUM $515.2M, up 28% from $401.9M (2019-03-22 to 2020-03-16)
Form ADVobserved 5 days ago
$113M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d326991f-4e5f-09e0-9eb9-2b0830487664
First observed: Mar 28, 2012
Last observed: Mar 2, 2026 6 months ago
Source families: Federal regulator filings
3 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.

GREATMARK INVESTMENT PARTNERS, INC.

CRD 105267

COLUMBUS, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d326991f-4e5f-09e0-9eb9-2b0830487664

Data as of Mar 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:26 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JEFFREY GUY ADAMS

Certified Financial Planner|Chartered Financial Analyst

COLUMBUS, GA

n/a

RICHARD BARNETT ILLGES

n/a

COLUMBUS, GA

WADE H. FOWLER

Chartered Financial Analyst

COLUMBUS, GA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ADAMS, JEFFREY, GUY

OFFICER, CHIEF COMPLIANCE OFFICER

yes

03/2002

Mar 2, 2026

FOWLER, WADE, H.

Officer

yes

10/2022

Mar 2, 2026

ILLGES, RICHARD, BARNETT

Officer

yes

09/2013

Mar 2, 2026

Rustin, Colleen, Day

CHIEF OPERATING OFFICER

yes

03/2024

Mar 2, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 2, 2026

$1.0B

n/a

2024

Mar 13, 2025

$939M

$933M

n/a

2023

Feb 23, 2024

$794M

$789M

n/a

2022

Mar 15, 2023

$686M

$681M

n/a

2021

Mar 11, 2022

$740M

$732M

n/a

2020

Mar 11, 2021

$589M

$583M

n/a

2019

Mar 16, 2020

$515M

$511M

n/a

2018

Mar 22, 2019

$402M

$365M

n/a

2017

Mar 12, 2018

$394M

$352M

n/a

2016

Mar 23, 2017

$354M

$321M

n/a

2015

Mar 30, 2016

$349M

$315M

n/a

2014

Mar 30, 2015

$324M

$322M

n/a

2013

Mar 28, 2014

$286M

$280M

n/a

2012

Mar 27, 2013

$232M

$220M

n/a

2011

Mar 28, 2012

$186M

$177M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.0B

$939M

8.7%

$686M

14.2%