Fee-OnlyFinder

Greenshields Capital LLC

Financial planning in El Segundo, CA

SEC registeredNo commissions reported

Call (310) 775-2136Send a messageMap ↗

Public-record details

Address
840 Apollo St., Suite 314, El Segundo, CA 90245
Phone
(310) 775-2136
Listed under
Financial planning, Flat / fixed fees, % of assets managed
CRD number
284814
Registration
SEC registered since 2021-08-18
Compensation (Form ADV 5.E)
Percentage of assets under management; Fixed fees
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses; Selection of other advisers
Regulatory assets under management
$192.5 million
Accounts managed
330
Clients reported (Form ADV 5.D)
140
Individual / high-net-worth clients
64 / 71
Employees
2
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-03-17

SEC registered investment adviser, CRD 284814, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in El Segundo

Casita Financial Planning840 Apollo St # 100 · El Segundo, CA 90245 · (310) 564-6461 · Financial planningCRD 334718 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reportedCore Financial222 N Pacific Coast Highway, Ste 1900 · El Segundo, CA 90245 · (310) 450-6004 · Financial planningCRD 155205 · % of assets, Hourly charges, Fixed fees · $301.7 million AUMSEC registeredNo commissions reportedCurated Wealth Partners, LLC2101 E El Segundo Blvd., Suite 501 · El Segundo, CA 90245 · (310) 356-0830 · Flat / fixed feesCRD 297852 · % of assets, Fixed fees, Performance-based fees · $1.8 billion AUMSEC registeredNo commissions reportedDalton Investments, INC.360 N. Pacific Coast Highway, Suite 1060 · El Segundo, CA 90245 · (424) 231-9100 · % of assets managedCRD 308609 · % of assets, Performance-based fees · $5.7 billion AUMSEC registeredNo commissions reportedDucenta Squared Asset Management2240 E. Maple Ave · El Segundo, CA 90245 · (213) 687-9170 · Flat / fixed feesCRD 308920 · % of assets, Fixed fees, Performance-based fees · $3.3 billion AUMSEC registeredNo commissions reportedFirst Pacific Advisors, LP2101 East El Segundo Blvd., Suite 301 · El Segundo, CA 90245 · (800) 982-4372 · % of assets managedCRD 141823 · % of assets, Performance-based fees · $32.0 billion AUMSEC registeredNo commissions reportedGoldberg Financial Advisors, LLC222 Pacific Coast Highway, 10th Floor · El Segundo, CA 90245 · (310) 995-3396 · Financial planningCRD 158147 · % of assets, Hourly charges, Fixed fees · $120.3 million AUMSEC registeredNo commissions reportedGranite Investment Partners, LLC2321 Rosecrans Avenue, Suite 4200 · El Segundo, CA 90245 · (310) 933-4292 · % of assets managedCRD 150632 · % of assets, Performance-based fees · $1.8 billion AUMSEC registeredNo commissions reported

All 20 in El Segundo →