Yancey
Seitz

Greenfield Seitz Capital Management, LLC

CRD#1289158
Investment Advisor
in Dallas, TX

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About this Advisor

Yancey Seitz is a financial advisor working in Dallas, Texas with a total of 14 years of industry experience. Seitz is an advisor for Greenfield Seitz Capital Management, LLC. They have spent their complete time as a financial advisor at Greenfield Seitz Capital Management, Llc. Seitz holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Texas. Greenfield Seitz Capital Management, LLC is an advisory company operating out of Dallas, TX. It oversees $324 million in assets under management across its 426 accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 426 client accounts, 39% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The firm performs a set of services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management typically depend on which service is offered. Fees charged by Greenfield Seitz Capital Management, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

14 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

1722 Routh St. Suite 760
Dallas, TX 75201

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Greenfield Seitz Capital Management, LLC Brokerage Details

Total Assets Under Management

$323,607,699

TX Average: $3,042,739,679
Total Number of Employees

4

TX Average: 49
Total Number of Accounts

426

TX Average: 2,315
Average Account Size

$759,642

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Yancey Seitz Work History

Yancey has been registered as a financial advisor for 14 years.*

2009 - Present (15 years)

Greenfield Seitz Capital Management, LLC (150434)

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Yancey Seitz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Greenfield Seitz Capital Management, LLC

Kathryn Tutt
Dallas, TX
Yancey Seitz
Dallas, TX
Stuart Greenfield
Dallas, TX
Eric Meyer
Dallas, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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