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Granite Harbor Advisors, INC.

Updated today

Client AUM

$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

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Options & derivatives strategies Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Founder/Business Owner

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Fee options

Fixed

Up to $150,000 flat fee for financial planning and consulting services.

Percentage

Up to 1.00% annually (negotiable)

Project-based

Up to $1,000 per hour for financial planning, consulting, and one-time retirement plan consulting services.

Performance-based

Performance-based fees are charged to investors in certain private funds managed by the firm (not in standard advisory services).

Other

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 office

10603 West Sam Houston Parkway North, Suite 450

Houston TX 77064

Advisors at this office

9

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

Advisors at this firm

user avatar

Brian S

CFP®, ChFC®, Series 66

Houston, TX

Granite Harbor Advisors, INC.

Brian Sak is a CFP® and ChFC® professional with 22 years of industry experience. He is affiliated with Granite Harbor Advisors, INC., where he has worked since 2015 and its related entity Granite Harbor Group since 2016. Outside of his advisory work, he serves as president and secretary of Last Diamond Hunting Group, LLC, a management role involving lease dues, game harvesting, and property maintenance. Granite Harbor Advisors serves individual and high-net-worth clients, as well as institutional sponsors including retirement plans and insurance companies, offering asset management, financial planning, and retirement plan consulting. The firm also sponsors multiple private funds and provides advisory and operational support for pooled investment vehicles, utilizing a broad range of public and private securities in its portfolio construction.

Options & derivatives strategies Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner
user avatar

Jared V

Series 63, Series 65

Houston, TX

Granite Harbor Advisors, INC.

Jared Virgadamo is a financial advisor at Granite Harbor Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, and Manske Wealth Management, as well as service in the United States Marine Corps. Granite Harbor Advisors serves individual, high-net-worth, and institutional clients, providing asset management, financial planning, and retirement plan consulting. The firm is notable for sponsoring and advising multiple private funds and employs a diversified investment approach that includes public and private securities, alternatives, and structured investments.

Options & derivatives strategies Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner
user avatar

Allexander P

CFA®

Houston, TX

Granite Harbor Advisors, INC.

Allexander Pellicano is a CFA® charterholder currently with Granite Harbor Advisors, Inc. in Houston, TX. He has one year of experience in financial advising, having joined Granite Harbor Advisors in 2026. His prior roles include positions at Central Storage & Warehouse, Exact Sciences Corporation, Baker Tilly US, LLP, and General Electric. Granite Harbor Advisors serves individual and high-net-worth clients as well as institutional sponsors, offering asset management, financial planning, retirement plan consulting, and oversight of pooled investment vehicles. The firm is notable for sponsoring multiple private funds and providing a range of traditional and alternative investment strategies.

Options & derivatives strategies Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner
user avatar

Timothy S

CFP®, Series 63, Series 65

Houston, TX

Granite Harbor Advisors, INC.

Timothy Smith is a CFP® professional with over 30 years of experience in financial advising. He has been with Granite Harbor Advisors, INC. since 2015 and Granite Harbor Group since 2016. Outside of his advisory work, he serves as president of a homeowners association and is a board member of Ronald McDonald House Charities Greater Houston. Granite Harbor Advisors serves individual and high-net-worth clients as well as institutional sponsors, offering comprehensive asset management, financial planning, and retirement plan consulting. The firm manages portfolios using a broad range of public and private securities and sponsors multiple private funds alongside traditional portfolio management services.

Options & derivatives strategies Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner
user avatar

Emile N

Series 63, Series 65

Houston, TX

Granite Harbor Advisors, INC.

Emile Niyonkuru is a financial advisor at Granite Harbor Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work includes roles at Charles Schwab & Co., Inc. and financial advisory firms, alongside service in the United States Marine Corps. Granite Harbor Advisors serves individual and high-net-worth clients as well as institutional sponsors, offering asset management, financial planning, and retirement plan consulting. The firm is notable for sponsoring and advising multiple private funds and utilizes a diverse range of securities and investment strategies across its portfolio offerings.

Options & derivatives strategies Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner
user avatar

Nicholas B

CFP®, CFA®, Series 66

Houston, TX

Granite Harbor Advisors, INC.

Nicholas Brown is a Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA®) with 11 years of industry experience. He has been with Granite Harbor Advisors, INC. since 2015 and also works with Granite Harbor Group. Outside of his advisory role, he is a licensed insurance agent and a partner in an insurance-related business. Granite Harbor Advisors serves individual and high-net-worth clients as well as institutional sponsors, providing asset management, financial planning, and retirement plan consulting. The firm manages portfolios using a range of public and private securities and acts as sponsor and adviser to multiple private funds.

Options & derivatives strategies Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner
user avatar

Gregory S

CFP®, Series 66

Houston, TX

Granite Harbor Advisors, INC.

Gregory Shaw is a CFP® professional with 17 years of experience in financial advising, currently serving at Granite Harbor Advisors, Inc. since 2016. He holds the Series 66 designation and is based in Houston, TX. Outside of his advisory role, he owns Brazos Property Solutions LLC, a business focused on purchasing, rehabbing, and reselling real estate. Granite Harbor Advisors works with individual and high-net-worth clients as well as institutional sponsors, offering services that include asset management, financial planning, and retirement plan consulting. The firm manages portfolios with a mix of public and private securities and also sponsors multiple private funds managed through related entities.

Options & derivatives strategies Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner
user avatar

Erica B

CFP®, Series 66

Hartland, WI

Granite Harbor Advisors, INC.

Erica Bourquin is a CFP® and Series 66 licensed advisor at Granite Harbor Advisors, INC. with three years of industry experience. Prior to joining Granite Harbor Advisors in 2026, she worked for five years at Bank of America Private Bank. Granite Harbor Advisors serves individual, high-net-worth, and institutional clients, offering asset management, financial planning, and retirement plan consulting. The firm sponsors multiple private funds and employs a range of investment strategies including public and private securities, derivatives, and alternative investments.

Options & derivatives strategies Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner
user avatar

Cameron M

Series 63, Series 65

Houston, TX

Granite Harbor Advisors, INC.

Cameron Mc Ilhenny is a financial advisor at Granite Harbor Advisors, Inc. with four years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Purshe Kaplan Sterling Investments, Oakwood Capital Securities, and Dock Automotive Group. Granite Harbor Advisors serves individual and high-net-worth clients as well as institutional sponsors, offering asset management, financial planning, and retirement plan consulting. The firm manages portfolios using a range of public and private securities and sponsors multiple private funds alongside related advisory entities.

Options & derivatives strategies Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner
user avatar

Tam N

Series 63

Houston, TX

Granite Harbor Advisors, INC.

Tam Nguyen is a financial advisor at Granite Harbor Advisors, INC. in Houston, TX. He holds a Series 63 designation and has been active in the industry since 1991 through Tom Nguyen & Associates. Tam joined Granite Harbor Advisors in 2026. Granite Harbor Advisors serves individual and high-net-worth clients as well as institutional sponsors, offering asset management, financial planning, and retirement plan consulting. The firm sponsors multiple private funds and uses a range of public and private securities in portfolio construction, incorporating both traditional and alternative investment strategies.

Options & derivatives strategies Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner
View complete list of advisors at this firm
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