DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Former SEC-registered adviser

Green Investment Management, Inc.

Former SEC-registered adviserFort Worth, TexasCRD 109695SEC 801-21093IAPD
Latest filing May 9, 2017
First filing on the tape Dec 23, 2011 · 27 filings
RAUM
$71.7M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$71.7M
derived; firm RAUM over IAPD count
Employees
7
3 advisory (5.B.1)
Offices
n/a
beyond the principal office
Private funds
0
reported on Schedule D
History
27 filings and snapshots on the tape
RAUM$71.7M as of Mar 21, 2017
Dec 23, 2011$165M then
HNW client RAUM: no history
State-registered IARs (5.B.3)3 as of Mar 21, 2017
Jan 4, 20134 then
Employees (5.A)7 as of Mar 21, 2017
Jan 4, 201311 then
Private funds: no history
RAUM -23% over the last fiscal year-18% a year over threeIARs 3 to 3
Practice profile
derived from the filing of May 9, 2017; every figure names its basis
RAUM per advisor
$71.7MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$157,829derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
7.0derivedItem 5.A over advisors
Advisors per office
1.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
-23%derivedbetween the last two annual amendments
Advisor growth, one year
+0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assetsreportedItem 5.E
Advisory activities
portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisers, publications, otherreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
454reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUMreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
1 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Byron D GreenCertified Financial PlannerFort Worth, TxJan 11, 201746 y0
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Joined, latest
Every departureEvery arrival
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • D Byron Green · Presidentcontrol
    since 04/1984 · owns 75% or more
  • Daugherty Jackie Green · Chief Compliance Officer
    since 09/2006 · owns less than 5%
  • Kirk Michael Wimberley · Director Of Operations
    since 03/2005 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
  • Business name · GREEN INVESTMENT MANAGEMENT INC to GREEN INVESTMENT MANAGEMENT, INC.
    May 2, 2017 to May 9, 2017
  • Legal name · GREEN INVESTMENT MANAGEMENT INC to GREEN INVESTMENT MANAGEMENT, INC.
    May 2, 2017 to May 9, 2017
  • Assets in custody · 71312333.0 to unset
    Mar 6, 2017 to Mar 21, 2017
  • Custody of client assets · true to false
    Mar 6, 2017 to Mar 21, 2017
  • Advisory activities · 4 to 5
    Feb 7, 2017 to Mar 6, 2017
  • Accounts · 441 to 454
    Jan 17, 2017 to Feb 7, 2017
  • Discretionary RAUM · $71.3M to $71.7M
    Jan 17, 2017 to Feb 7, 2017
  • RAUM · $71.3M to $71.7M
    Jan 17, 2017 to Feb 7, 2017
  • Advisory employees · 2 to 3
    Nov 29, 2016 to Dec 13, 2016
  • Assets in custody · unset to 71312333.0
    Nov 29, 2016 to Dec 13, 2016
  • Custody of client assets · false to true
    Nov 29, 2016 to Dec 13, 2016
  • Accounts · 430 to 441
    Mar 16, 2016 to Oct 18, 2016
  • Employees · 8 to 7
    Mar 16, 2016 to Oct 18, 2016
  • Discretionary RAUM · $89.8M to $71.3M
    Mar 16, 2016 to Oct 18, 2016
  • Non-discretionary RAUM · $3.6M to $0
    Mar 16, 2016 to Oct 18, 2016
  • RAUM · $93.4M to $71.3M
    Mar 16, 2016 to Oct 18, 2016
  • Accounts · 668 to 430
    Mar 31, 2015 to Mar 16, 2016
  • Employees · 9 to 8
    Mar 31, 2015 to Mar 16, 2016
  • Discretionary RAUM · $106M to $89.8M
    Mar 31, 2015 to Mar 16, 2016
  • Non-discretionary RAUM · $3.5M to $3.6M
    Mar 31, 2015 to Mar 16, 2016
  • RAUM · $110M to $93.4M
    Mar 31, 2015 to Mar 16, 2016
  • Accounts · 868 to 668
    Mar 31, 2014 to Mar 31, 2015
  • Employees · 11 to 9
    Mar 31, 2014 to Mar 31, 2015
  • State-registered IARs · 4 to 3
    Mar 31, 2014 to Mar 31, 2015
  • Discretionary RAUM · $129M to $106M
    Mar 31, 2014 to Mar 31, 2015
  • Non-discretionary RAUM · $0 to $3.5M
    Mar 31, 2014 to Mar 31, 2015
  • RAUM · $129M to $110M
    Mar 31, 2014 to Mar 31, 2015
  • Accounts · 1,221 to 868
    Aug 6, 2013 to Mar 26, 2014
  • Advisory activities · 3 to 4
    Aug 6, 2013 to Mar 26, 2014
  • Discretionary RAUM · $150M to $129M
    Aug 6, 2013 to Mar 26, 2014
  • RAUM · $150M to $129M
    Aug 6, 2013 to Mar 26, 2014
  • Accounts · 1,100 to 1,221
    Mar 27, 2012 to Jan 4, 2013
  • Advisory employees · unset to 2.0
    Mar 27, 2012 to Jan 4, 2013
  • Employees · unset to 11.0
    Mar 27, 2012 to Jan 4, 2013
  • State-registered IARs · unset to 4.0
    Mar 27, 2012 to Jan 4, 2013
  • Discretionary RAUM · $159M to $150M
    Mar 27, 2012 to Jan 4, 2013
  • Non-discretionary RAUM · $3.8M to $0
    Mar 27, 2012 to Jan 4, 2013
  • RAUM · $163M to $150M
    Mar 27, 2012 to Jan 4, 2013
  • Accounts · 1,085 to 1,100
    Dec 23, 2011 to Mar 27, 2012
  • Discretionary RAUM · $161M to $159M
    Dec 23, 2011 to Mar 27, 2012
Signals
No event on the tape.
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
Website
GIMLINK.COMreportedpublic record, Form ADV, Sep 17, 2026
Provenance
Form ADV
SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors
IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class
Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
RAUM per advisor
$71.7Mderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026