Granite Harbor Advisors, INC.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$586,503,212
Clients
416
Advisors
10
across 2 offices
About
Granite Harbor Advisors works with individual and high‑net‑worth clients as well as institutional sponsors including retirement plans and insurance company clients, offering asset management, financial planning and retirement plan consulting alongside a sponsored wrap fee program. The firm also provides advisory and operational support to pooled investment vehicles through related entities, in addition to traditional portfolio management for individuals.
Portfolios are constructed from public and private securities — including stocks, bonds, ETFs, options, structured and alternative investments — with monitoring and periodic rebalancing; wrap program clients grant the firm discretionary authority while the firm does not accept discretionary authority for its Asset Management service. The brochure discloses use of derivatives and borrowing in separately managed accounts, occasional margin strategies, and reliance on third‑party platforms and sub‑advisers (e.g., SEI and Schwab) for custody and program services.
What is distinctive is the firm’s role as sponsor and adviser to multiple private funds — Cypress Vieux Investors, LLC; Granite Harbor – West Allis Investors, LP; and Granite Harbor – Sandstone Pointe Investors, LP — and its related adviser Granite Harbor Capital, LLC (advisor to the Mariner Capital Opportunity Fund, LP), arrangements that generate management and performance‑based fees and result in custody considerations addressed by audited financial reporting. The brochure also discloses practices that are less common among peers, including the use of client testimonials and endorsements, referral compensation arrangements, and affiliated relationships with an insurance distribution network (C2P/Granite Harbor Group) that the firm identifies as potential conflicts and discloses mitigation steps for.
Client services
Expertise
Occupation focus
Fee options
Up to $150,000 flat fee for financial planning and consulting services.
Up to 1.00% annually (negotiable)
Up to $1,000 per hour for financial planning, consulting, and one-time retirement plan consulting services.
Performance-based fees are charged to investors in certain private funds managed by the firm (not in standard advisory services).
Account minimum: $250,000 Fee-only: Hourly fee up to $1,000 per hour; flat fee up to $150,000 for financial planning and consulting services.
Main office
See office10603 West Sam Houston Parkway North, Suite 450
Houston TX 77064
Advisors at this office
9
Offices (2)
Most active in
Louisiana · New Hampshire · Texas · Wisconsin
Also doing business as
Granite Harbor Advisors, Inc. · Granite Harbor Companies
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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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.
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Advisors at this firm
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