A complete list of active advisors currently associated with Granite Value Capital, LLC

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

Granite Value Capital is a fee-only registered investment adviser that manages about $98.9 million for roughly 69 clients, providing discretionary portfolio management and financial planning as part of its all‑inclusive services. Its client base includes individuals and high‑net‑worth individuals as well as pension plans, trusts, estates, charitable organizations, other advisors, and corporate entities; the firm generally requires a $1,000,000 minimum to establish an advisory relationship but may waive that requirement in certain cases. The firm employs fundamental analysis and a value‑oriented investment process, typically constructing relatively concentrated equity allocations of 30 to 45 individual stocks and pursuing purchases at low valuations — often seeking positions at substantial discounts (described in the brochure as roughly 20–50% below the firm’s estimate of private market value). Granite Value manages client accounts on a principally discretionary basis, tailoring allocations to client objectives and monitoring and rebalancing portfolios over time; it notes that tax efficiency is not a primary management objective and recommends ongoing coordination with a tax advisor. What is distinctive about the firm compared with many peers is the combination of concentrated, valuation‑driven stock selection and its routine use of a directed brokerage/custody arrangement through Charles Schwab’s institutional platform, a practice the brochure discloses can affect execution and create potential conflicts related to custodial services and ancillary benefits. The firm also discloses that it does not accept performance‑based fees, does not participate in wrap fee programs, and will not vote client proxies (though it may advise clients on proxy matters upon request).

To learn more about the advisors currently working at Granite Value 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.