Unclaimed Profile

Stephen Clay Holmes

GREEN INVESTMENT MANAGEMENT INC·FORT WORTH, Texas

Series 24, Series 40, Series 63, Series 6516 years registeredGREEN INVESTMENT MANAGEMENT INC

309 WEST 7TH STREET, FORT WORTH, TX 76102CRD# 824098Firm CRD# 109695

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stephen Clay Holmes · FORT WORTH, TX

Registration

CRD #824098 · GREEN INVESTMENT MANAGEMENT INC · 16 years registered

Brand Profile

Not yet started

Career History

WRIGHT INVESTORS SERVICE INC

Mar 2017 – present

GREEN INVESTMENT MANAGEMENT INC

Dec 2012 – Mar 2015

FORT WORTH, TX

MEEDER ADVISORY SERVICES, INC

Jun 2010 – Nov 2012

DUBLIN, OH

MEEDER ASSET MANAGEMENT, INC

Jun 2010 – Nov 2012

DUBLIN, OH

Registrations & Exams

FINRA examinations passed

Series 24

Series 40

Series 63

Series 65

Registration record

First registered · June 16, 2010

Years registered · 16

Disclosure History

1991Employment Separation After Allegations

1981Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

GREEN INVESTMENT MANAGEMENT, INC.

CRD 109695 · SEC 801-21093

AUM

$72M

Regulatory assets under management

Employees

454 client accounts

Services offered by GREEN INVESTMENT MANAGEMENT, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at GREEN INVESTMENT MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Stephen Clay Holmes offer?

Stephen Clay Holmes specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in FORT WORTH, Texas for a consultation.

What are Stephen Clay Holmes's credentials?

Stephen Clay Holmes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephen Clay Holmes located?

Stephen Clay Holmes is based in FORT WORTH, Texas, working with GREEN INVESTMENT MANAGEMENT INC. Their office serves clients in the FORT WORTH metropolitan area and surrounding communities.

How does Stephen Clay Holmes charge for services?

Stephen Clay Holmes's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GREEN INVESTMENT MANAGEMENT INC?

GREEN INVESTMENT MANAGEMENT INC has approximately 7 employees and manages $72M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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