A complete list of active advisors currently associated with Granite Harbor Advisors, INC.

Warmer can help you find a great advisor at Granite Harbor Advisors, INC. or one who fits your needs even better.

Granite Harbor Advisors, Inc. provides asset management, wrap portfolio management, financial planning, and retirement plan consulting to individuals (including high‑net‑worth clients), trusts, estates, corporations and insurance company clients. The firm reports approximately $642 million in regulatory assets under management across roughly 416 client relationships and generally requires a $250,000 household minimum for its wrap and asset management services. The firm manages discretionary authority for clients in its wrap fee program while noting asset management engagements are managed on a non‑discretionary basis, and it constructs portfolios using stocks, bonds, ETFs, mutual funds, options, private funds and other alternative investments. Granite Harbor discloses use of option strategies and margin lending as part of its product set, monitors accounts on an ongoing basis, and leverages third‑party platforms (including SEI and Schwab) for execution, custody and program services. Granite Harbor is distinctive among similar team firms for sponsoring and advising multiple private pooled investment vehicles (including funds run through affiliated fund managers) and for receiving management and performance‑based fees tied to those funds, while stating it will waive advisory fees for client assets invested in the funds to address potential conflicts. The firm also sponsors a wrap fee program and discloses paid testimonials/endorsements and receipt of third‑party sponsor support (for example, travel reimbursements and marketing materials), items the brochure identifies and describes as conflicts managed through disclosures and fiduciary procedures.

To learn more about the advisors currently working at Granite Harbor Advisors, INC., 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.