Grandview Asset Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
GrandView Asset Management LLC provides personalized investment management and financial planning to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. As of December 31, 2025 the firm reported approximately $411.7 million in assets under management across about 606 client relationships, with the majority of assets managed on a discretionary basis and a stated account minimum of $20,000 (waivable).
The firm manages accounts under written investment policy statements and describes a four-step security selection process—identify the universe, screen for financial strength, examine historical cash flows, and select holdings at attractive valuations—and generally constructs portfolios using stocks, bonds, ETFs, and mutual funds while also employing technical analysis and, when appropriate, short sales, MLPs, and cryptocurrency exposures. GrandView offers both discretionary (clients authorize a Limited Power of Attorney) and non-discretionary management and conducts at least quarterly reviews of client accounts.
The brochure highlights a wrap-fee program sponsored by GrandView for discretionary clients, noting that GrandView is the sole portfolio manager in the program and that certain transaction costs are included in the wrap fee, a structure the firm warns may not be appropriate for low‑trading or cash‑heavy accounts. The firm also discloses several less-common features for its peer group: participation in custodian‑provided educational conferences and events, and industry affiliations (employees who may act as registered representatives of PKS and as independent insurance agents, plus subleased relationships with tax and legal service providers) that create additional compensation paths and potential conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees typically range from $2,500 to $50,000 depending on the nature and complexity.
1.00% to 1.50% per annum (negotiable range)
Commissions earned by some employees as registered representatives of PKS on sales of securities, including 12b-1 fees for mutual funds, separate from advisory fees.
$150 – $350 per hour for financial planning services, depending on complexity.
Account minimum: $20,000
Main office
4200 Crums Mill Road, Floor 2
Harrisburg PA 17112
Advisors at this office
4
Most active in
Delaware · Florida · Maryland · Pennsylvania · South Carolina · Texas
Also doing business as
Bri Investing · Grandview Asset Management LLC · Special Planning
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Adam K
CFA®
Harrisburg, PA
Grandview Asset Management LLC
Adam Koser is a CFA® charterholder with 2 years of experience at Grandview Asset Management LLC and 14 years previously at Federated Hermes. He is based in Harrisburg, PA. Outside of his advisory work, he is a passive member in multifamily real estate ventures through Bulldawg Property Investments, LLC and FSI Property Investments, LLC. Grandview Asset Management LLC provides personalized investment management and financial planning services to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. The firm employs a structured four-step security selection process and manages portfolios using a range of securities including stocks, bonds, ETFs, and mutual funds, offering both discretionary and non-discretionary account management.
Thomas P
Series 63, Series 65
Harrisburg, PA
Grandview Asset Management LLC
Thomas Parker is an associate advisor at Grandview Asset Management LLC with three years of industry experience. He has worked at Grandview Asset Management and Purshe Kaplan Sterling Investments since 2022, and has prior experience at Hershey Entertainment and Resorts. Grandview Asset Management LLC provides personalized investment management and financial planning services to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. The firm employs a detailed security selection process and manages approximately $411.7 million in assets across over 600 client relationships.
Gary K
Series 63, Series 65
Harrisburg, PA
Grandview Asset Management LLC
Gary Kephart is a financial advisor at Grandview Asset Management LLC with Series 63 and Series 65 credentials and 64 years of industry experience. He has worked at Grandview since 2020 and previously held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2020. Grandview Asset Management LLC provides personalized investment management and financial planning services to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. The firm manages approximately $411.7 million in assets, utilizing a structured security selection process and offering both discretionary and non-discretionary portfolio management.
Bruce S
Series 63, Series 65
Harrisburg, PA
Grandview Asset Management LLC
Bruce Smith is a financial advisor with Grandview Asset Management LLC in Harrisburg, PA. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. Prior to joining Grandview in 2018, he worked at F&M Trust from 2014 to 2018. Grandview Asset Management LLC provides personalized investment management and financial planning services to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. The firm employs a disciplined security selection process and manages approximately $411.7 million in assets across over 600 client relationships.
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