GREATMARK INVESTMENT PARTNERS, INC.
SEC RegisteredOUR GOAL IS TO HELP YOU GROW YOUR WEALTH
About the firm
Greatmark is an investment advisory firm whose team exists professionally to serve clients with the goal of helping them grow their wealth. The word 'partners' in the company name reflects the mentality the firm has regarding its clients and the funds they entrust to it, viewing clients as partners in a long-term investment endeavor. The firm seeks to invest in companies with a proven track record, a foundational concept it describes as having built wealth for generations.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment and Portfolio Management, Retirement Planning and Transition, Account Consolidation, Funding Savings Plans for College, Planning for Future Costs like Weddings and Car Purchases, Cash Management and Income Solutions, Comprehensive Estate Review, Charitable Gift Funding, and a Coordinated Approach with the client's CPA and Attorney to assist with financial needs. The firm also helps clients maximize banking services and manage idle cash through custodians providing checking accounts and debit cards.
Who they serve
Clients are viewed as partners in a long-term investment endeavor; the firm has a minimum recommended portfolio size of $100,000.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 223 | $79M |
| High Net Worth Individuals | 197 | $916M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 4 | $17M |
| State/Municipal Entities | 8 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Equity - First $700,000 | 1.00% |
| Equity - Next $1.3 million (up to $2M) | 0.75% |
| Equity - Balance over $2 million | 0.50% |
| Fixed Income/Mutual Funds/ETFs - First $2 million | 0.50% |
| Fixed Income/Mutual Funds/ETFs - Balance over $2 million | 0.25% |
Data as of March 2, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. GREATMARK INVESTMENT PARTNERS, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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