Grant Financial Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment supervisory (asset management) services to individuals, trusts, estates, charitable organizations and business entities, managing about $17.2 million across roughly 101 client accounts, the vast majority on a discretionary basis. Like many independent advisers, it charges percentage-of-AUM fees and operates as a solo practitioner.
Portfolios are tailored to individual client goals and typically follow a conservative blend of actively managed bond funds, individual equities, equity ETFs and mutual funds, with hedging or position reduction used when market conditions appear unstable. The adviser uses multiple analysis methods (fundamental, technical, charting and cyclical), reviews accounts daily, and exercises discretionary trading authority while allowing clients to impose restrictions.
An uncommon characteristic is that the firm’s principal also conducts a separate insurance business, selling insurance and annuity products that consume roughly 10% of the advisor’s time and generate other compensation (reported at $82,615). The brochure also discloses that client assets are held with an independent custodian (the firm does not custody assets), the adviser does not provide separate performance reports beyond custodial statements, and proxy voting is left to clients unless assistance is requested.
Client services
Expertise
Fee options
$0 - $250,000: 1.5% $250,000 - $500,000: 1.5% $500,000 - $1,000,000: 1.5% $1,000,000+: 1.5%
Account minimum: $100,000 for Alabama clients; $500,000 for out-of-state clients, with discretion to waive minimums Minimum fee: Minimum annual fee of 0.80% regardless of asset level
Main office
24045 Miflin Rd
Elberta AL 36530
Advisors at this office
1
Most active in
Alabama
Also doing business as
Grant Financial Group · Grant, John Shelburn
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.
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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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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.
Forms ADV
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