Greenbriar Equity Group
Greenwich, CT·SEC-registered · CRD #157475
Greenbriar Equity Group is an SEC-registered investment advisory firm in Greenwich, CT managing $16B across 21 client accounts, with 26 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$16B
Client accounts
21
Advisory staff
26
Fee model
Fee-only
How Greenbriar Equity Group is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Greenbriar Equity Group
How much does Greenbriar Equity Group manage?
Per its most recent SEC Form ADV filing (03/24/2026), Greenbriar Equity Group reports $16B in regulatory assets under management across roughly 21 client accounts.
How does Greenbriar Equity Group charge?
Greenbriar Equity Group is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Greenbriar Equity Group a fiduciary?
Yes. Greenbriar Equity Group is registered with the U.S. Securities and Exchange Commission (CRD #157475), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Greenbriar Equity Group taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Greenbriar Equity Group and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Greenwich, CT
Profile compiled from Greenbriar Equity Group's public SEC Form ADV filing (CRD #157475, filed 03/24/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Greenbriar Equity Group. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Greenbriar Equity Group? Claim this profile.