TrueAdvisor
TrueAdvisor
GO
GO

Greg Overschmidt

Huntleigh Advisors, INC.
43 Years of Experience
Clayton, MO
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Greg Overschmidt is a registered investment advisor at Huntleigh Advisors, INC., based in Clayton, MO, with 43 years of industry experience. Greg is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,838 clients with $780M in assets under management.

Huntleigh Advisors, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
64 advisors
Number of Clients
1,838 clients
Average Client Portfolio
$425K average
Assets Under Management
$781.8M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $10.0M1.50%
$10M+1.00%

Fees are negotiable based on criteria such as historical relationships, asset types, and account composition.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

7800 Forsyth Blvd, 5th Floor, Clayton, MO, 63105

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
June 2007
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Greg is involved in several business activities, including real estate investing and development through GAO Consulting, LLC and Domus Solis, LLC, and cattle ranching through 4 Health Farms, LLC. He also works as president of K.W. Chambers & Co. selling insurance and as an advisor at Huntleigh Advisors, Inc.

Employment History
Current Registrations
Huntleigh Advisors, INC.
January 2021 - Present · 5 yrs 9 mos
Huntleigh Securities CorporationBroker
May 2019 - Present · 7 yrs 5 mos
Previous Registrations
Datatex Investment Services INC
October 1995 - March 2023 · 27 yrs 5 mos
K. W. Chambers & CO.Broker
April 1992 - January 2025 · 32 yrs 9 mos
First American National Securities, INC.Broker
July 1983 - April 1992 · 8 yrs 9 mos
State Registrations13 states
AKCOFLIAILINKSMONMNVTXVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Clayton, MO →All financial advisors in Missouri →