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.

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SEC-registered adviser

G•••• • D•••••• L••

Independent wealth managerLubbock, TexasCRD 299006SEC 801-132254websiteIAPD
Latest filing Mar 24, 2026
First filing on the tape Jun 4, 2025 · 4 filings
SEC status approved since Jun 5, 2025
RAUM
$133M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
98%
$131M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$66.4M
derived; firm RAUM over IAPD count
Employees
2
2 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
4 filings and snapshots on the tape
RAUM$133M as of Mar 24, 2026
Jun 4, 2025$113M then
HNW client RAUM$99.0M as of Mar 24, 2026
Jun 4, 2025$90.2M then
State-registered IARs (5.B.3)2 as of Mar 24, 2026
Jun 4, 20252 then
Employees (5.A)2 as of Mar 24, 2026
Jun 4, 20252 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Mar 24, 2026; every figure names its basis
Archetypes, each a printed rule
  • HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
RAUM per advisor
$66.4MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
53derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$3.8MderivedHNW RAUM over HNW clients
Average account
$356,022derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
1.7%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.0derivedItem 5.A over advisors
Advisors per office
1.0derived2 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assetsreportedItem 5.E
Advisory activities
portfolio management for individuals, pension consultingreportedItem 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
  • is an insurance broker or agent (6.A.6)
  • 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
  • High-net-worth individuals$99.0M75%
  • Individuals$31.6M24%
  • Pension and profit-sharing plans$2.2M1.7%
Individual clients
79reported
HNW clients
26reported
Pension plan clients
1reported
Charitable clients
n/areported
Accounts
373reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUMreported
Class basis
private_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
D••••• B•••••• G••••Lubbock, TxMay 2, 201931 y2
G•••••• A••• D••••••Certified Financial PlannerLubbock, Tx May 3, 201913 y4
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
Left, latest
none on the tape
    Joined, latest
    Every departureEvery arrival
    Teams: two or more advisors moving together within fourteen days, from one state
      Teams outTeams in
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • G••••• D•••••• B•••••• · Managing Membercontrol
        since 09/2018 · owns less than 5%
      • D••••••• G••••••• A••• · Chief Compliance Officer
        since 05/2023 · owns less than 5%
      Related persons
      Schedule D 7.A
      No related person reported.
      Advisers that list G•••• • D•••••• L•• as a related person
      Office movement
      IAPD branch city; joins and departures in 12 months
      OfficeAdvisorsJoinedLeftTeams outForming
      Lubbock, Tx · principal200
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Accounts · 297 to 373
        Dec 4, 2025 to Mar 24, 2026
      • HNW clients · 22 to 26
        Dec 4, 2025 to Mar 24, 2026
      • Individual clients · 88 to 79
        Dec 4, 2025 to Mar 24, 2026
      • Discretionary RAUM · $113M to $133M
        Dec 4, 2025 to Mar 24, 2026
      • HNW RAUM · $90.2M to $99.0M
        Dec 4, 2025 to Mar 24, 2026
      • Individual RAUM · $20.8M to $31.6M
        Dec 4, 2025 to Mar 24, 2026
      • Pension RAUM · $2.0M to $2.2M
        Dec 4, 2025 to Mar 24, 2026
      • RAUM · $113M to $133M
        Dec 4, 2025 to Mar 24, 2026
      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
      Business phone
      806-744-2689reportedpublished by the firm, firm site, Sep 16, 2026
      Firm profile
      linkedin.com/company/green-deckert-llcreportedpublic record, Form ADV, Sep 18, 2026
      Website
      greendeckert.comreportedpublic record, Form ADV, Sep 18, 2026
      Principal office phone
      806-744-2689reportedpublic record, Form ADV, Mar 24, 2026
      Contact form
      greendeckert.com/contactreportedpublished by the firm, firm site, Sep 16, 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
      Independent wealth managerderiveda rule over Items 5.D and 7.A
      RAUM per advisor
      $66.4Mderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026