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Grant Koehler & Levin Ltd.

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Client assets under management

$277,875,675

Clients

191

62% high-net-worth

Advisors

3

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

64

High

Average account size

$1,454,846

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

Financial planning Portfolio management

Expertise

Income planning Options & derivatives strategies

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Fee options

Fixed

Negotiable fixed fees for Retainer Agreements and financial plans based on complexity

Percentage

$0+: 1.20% on Equity Portfolios $0+: 0.50% on Fixed Income Portfolios

Project-based

Negotiable hourly rate for limited scope engagements

Performance-based

Performance-based fees subject to individual negotiation for qualified clients

Other

Account minimum: $250,000

Main office location

Grant Koehler & Levin Ltd.

Mequon WI, United States

Number of offices

3

Most active in

More info

California · Florida · Illinois · Oregon · Texas · Washington · Wisconsin

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 414-403-2734

Advisors at this firm

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user avatar

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.

Income planning Options & derivatives strategies
user avatar

Theodore L

Series 63, Series 65

Sarasota, FL

Grant Koehler & Levin Ltd.

Theodore Levin is a financial advisor at Grant Koehler & Levin Ltd. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Grant Koehler & Levin and Polar Investment Counsel Inc. since 2012. Grant Koehler & Levin Ltd. is a team-based registered investment adviser managing approximately $258 million for around 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 approach with income-oriented strategies and may employ options and borrowing techniques as part of portfolio management.

Income planning Options & derivatives strategies
user avatar

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.

Income planning Options & derivatives strategies
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