Grant Koehler & Levin Ltd.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Grant, Koehler & Levin Ltd. provides personalized financial planning and investment management to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses. The firm serves both non‑high‑net‑worth and high‑net‑worth individuals and manages client accounts on both discretionary and non‑discretionary bases, with an account minimum generally set at $250,000.
The firm’s investment approach emphasizes preservation of capital, cash‑flow generation and risk reduction, with asset allocation seen as the primary determinant of portfolio performance; portfolios typically hold cash, bonds, large U.S. equities, mutual funds and ETFs. While many accounts follow a buy‑and‑hold orientation, the firm routinely uses derivatives (including covered‑call writing and put options) for hedging and may employ margin or other borrowing in separately managed accounts where appropriate.
Noteworthy features that set the firm apart from most peers include its willingness, in limited cases, to enter into performance‑based fee arrangements for qualified clients and its explicit disclosure that derivatives and borrowing are used within separately managed accounts, with procedures to address the conflicts those practices can create. The firm also aggregates systematic option activity (for example, option rolls in covered‑call programs) across eligible custodial accounts and relies on major custodial platform services that provide trading, research and order‑aggregation capabilities.
Client services
Expertise
Fee options
Negotiable fixed fees for Retainer Agreements and financial plans based on complexity
$0+: 1.20% on Equity Portfolios $0+: 0.50% on Fixed Income Portfolios
Negotiable hourly rate for limited scope engagements
Performance-based fees subject to individual negotiation for qualified clients
Account minimum: $250,000
Main office
See officeMequon WI
Advisors at this office
1
Offices (3)
Most active in
California · Florida · Illinois · Oregon · Texas · Washington · Wisconsin
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Advisors at this firm
Christopher G
Series 63
Mequon, WI
Grant Koehler & Levin Ltd.
Christopher Grant is a financial advisor at Grant Koehler & Levin Ltd. with 27 years of industry experience. He has been with Grant Koehler & Levin and Polar Investment Counsel, Inc. since 2003. He holds a Series 63 designation. Grant Koehler & Levin Ltd. is a team-based registered investment adviser managing approximately $258 million for about 200 clients, including individuals, trusts, estates, pension plans, charities, and small businesses. The firm focuses on capital preservation, cash-flow generation, and asset allocation, employing a buy-and-hold strategy with income-oriented approaches and occasional use of options and borrowing in portfolio management.
Theodore L
Series 63, Series 65
Sarasota, FL
Grant Koehler & Levin Ltd.
Theodore Levin is a financial advisor at Grant Koehler & Levin Ltd. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Grant Koehler & Levin since 2012. He also works with Polar Investment Counsel Inc. Grant Koehler & Levin Ltd. provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm serves both non-high-net-worth and high-net-worth clients, focusing on capital preservation, cash-flow generation, and risk reduction through diversified asset allocation and strategic use of derivatives.
Thomas K
Series 63, Series 65
Palm City, FL
Grant Koehler & Levin Ltd.
Thomas Koehler is a financial advisor with Grant Koehler & Levin Ltd. in Palm City, FL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Polar Investment Counsel Inc. and Grant Koehler & Levin since 2007. Grant Koehler & Levin Ltd. is a team-based registered investment adviser managing approximately $258 million for about 200 clients, including individuals, trusts, estates, pension plans, charities, and small businesses. The firm focuses on capital preservation, cash-flow generation, and asset allocation, using a buy-and-hold strategy centered on large U.S. companies, income-oriented approaches, and discretionary portfolio management with periodic reviews.
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