G
Grant Financial Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$17,196,000
Clients
101
18% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
101
Very HighAverage account size
$170,257
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
Portfolio management
Trading
Expertise
Wealth management
Active portfolio management
Annuities
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 location
Grant Financial Group
24045 Miflin Rd
Elberta AL 36530, United States
Number of offices
1
Most active in
Grant Financial Group has reported serving >5 clients in these states in the last 12 months.
Alabama
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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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