Granofsky Investment Advisory LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm is a newly formed, state‑registered investment adviser categorized as an investment manager. Although firms in that category commonly manage pooled or institutional assets, this firm states it will provide discretionary asset management to individuals, high‑net‑worth investors, trusts, estates and business owners and currently reports no assets under management.
The firm offers discretionary portfolio management built around client goals, time horizons and risk tolerance, using modern portfolio theory and cyclical analysis to set asset allocation and security selection. It conducts quarterly account reviews, may employ options strategies as part of its programs, and recommends custody and execution services through a national custodian (Charles Schwab).
Distinctive features disclosed in the brochure include that the firm’s principal spends approximately 40% of his time on an outside property management business, a material outside activity the firm says does not create a conflict. The firm also does not vote client proxies, does not sponsor wrap fee programs, and discloses receipt of custodial benefits/soft‑dollar services — practices that differ from many peers and may be relevant to prospective institutional or pooled clients.
Client services
Expertise
Fee options
1.00% annually (negotiable)
Main office
Delray Beach FL
Advisors at this office
1
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not 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.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)