Brent Greenshields
Greenshields Capital · El Segundo, California
Brent Greenshields is a fee-only financial advisor at Greenshields Capital in El Segundo, California. Greenshields Capital reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Greenshields Capital |
|---|---|
| Based in | El Segundo, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $192.5M across 330 accounts |
| SEC registration | Investment adviser representative in CA, FL, LA, TX · CRD 2192651 |
| Exams passed | Series 63 (1992) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | i401kplan.com |
| Profile |
How Brent's firm compares
- Greenshields Capital's average account is about $583,000, from its Form ADV (assets managed divided by 330 accounts).
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Questions about Brent
Is Brent Greenshields a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brent holds no broker registration, and Greenshields Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brent charge for financial advice?
Brent's firm, Greenshields Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Brent Greenshields based?
Brent Greenshields is based in El Segundo, California.
Is Brent Greenshields registered with the SEC?
Yes. Brent Greenshields is registered as an investment adviser representative in CA, FL, LA and TX (CRD 2192651), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Greenshields Capital manage?
Greenshields Capital reports $192.5M across 330 accounts in assets under management.
How do I contact Brent Greenshields?
Through Brent's website, i401kplan.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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