A complete list of active advisors currently associated with Grand Ridge Capital, LLC

Warmer can help you find a great advisor at Grand Ridge Capital, LLC or one who fits your needs even better.

Grand Ridge Capital provides ongoing asset management and referrals to independent money managers for a small client base that includes high‑net‑worth individuals and institutional entities such as pension and profit‑sharing plans, trusts, estates, charitable organizations, and corporations. Services include continuous supervision of client accounts and investment advice across a broad range of instruments, from mutual funds, equities and fixed income to ETFs, options and certain private or alternative investments. The firm operates primarily on a non‑discretionary basis, requiring client approval before implementing trades, and conducts at least quarterly account reviews as part of its monitoring process. Its analysis is principally fundamental, supplemented by technical/charting techniques, and strategies can include long‑ and short‑term positions, trading, margin, short sales and option writing; the firm also may recommend or allocate assets to third‑party independent managers. Distinctive for a solo adviser with roughly $7.1 million in assets and about 10 client relationships, the combination of a small-scale practice that serves institutional mandates and manages assets non‑discretionarily is uncommon among peers. The firm does not custody client assets, does not offer wrap‑fee or performance‑based arrangements, and discloses a resolved 2012 FINRA acceptance, waiver and consent matter in its disciplinary history.

To learn more about the advisors currently working at Grand Ridge Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.