Grantvest Financial Group LLC logo

Grantvest Financial Group LLC

Updated today

Client AUM

$217,000,000

Clients

620

Advisors

5

of 5 employees

About

GRANTvest Financial Group provides wealth management, discretionary portfolio management, and financial planning to individuals (including high-net-worth clients), trusts, estates, and small businesses. As of December 31, 2025 the firm managed approximately $230 million in client assets and serves roughly 620 client relationships.

The firm typically builds diversified, ETF‑focused portfolios tailored to each client’s goals and risk tolerance, using a combination of fundamental and technical analysis and periodic rebalancing. It also offers held-away account management for retirement and education accounts, implementing allocations and rebalances through a third‑party order‑management platform (Pontera) while custodying most assets with a national custodian.

GRANTvest’s brochure discloses that certain supervised persons are registered representatives of a broker‑dealer and are licensed insurance agents, permitting commissionable securities and insurance sales and creating disclosed conflicts of interest. The firm has additionally engaged an unaffiliated sub‑advisor (SyntheticFI) to offer a securities‑based lending program and relies on third‑party platforms for implementation of some held‑away strategies; it also does not vote client proxies.

Client services

Financial planning Portfolio management

Expertise

Wealth management Income planning General tax planning

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Fee options

Fixed

Fixed financial planning fees ranging from $1,000 to $10,000 depending on scope and service

Percentage

$0 - $250,000: 2.00% $250,001 - $500,000: 2.00% $500,001 - $1,000,000: 2.00% $1,000,001 - $2,500,000: 2.00% $2,500,001 - $5,000,000: 2.00% $5,000,001 - $10,000,000: 1.50% $10,000,001 - upward: 1.00%

Commissions

Certain supervised persons offer insurance and brokerage products on a commission basis; commissions disclosed to clients

Project-based

Financial planning and consulting fees generally $350 per hour

Other

Fee-only: Financial planning fees generally $350 hourly rate; fixed fees from $1,000 to $10,000 depending on service scope

Main office

106 Main Street, Suite D

Matawan NJ 07747

Advisors at this office

5

Most active in

California · Connecticut · Delaware · Florida · Maryland · Massachusetts · Minnesota · New Jersey · New York · North Carolina · Ohio · Pennsylvania · Rhode Island · South Carolina · Tennessee · Texas · Virginia

Also doing business as

Fedrp · Grantvest Financial Group LLC

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Gregory G

Series 63, Series 65

Matawan, NJ

Grantvest Financial Group LLC

Gregory Guenther is a financial advisor at GRANTvest Financial Group LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GRANTvest since 2020 and at Calton & Associates, Inc. since 2013. Outside of his advisory role, Guenther is involved in insurance sales and owns an LLC for tax filing purposes. GRANTvest Financial Group provides wealth management, discretionary portfolio management, and financial planning services to individuals, trusts, estates, and small businesses. The firm manages approximately $230 million in assets and emphasizes diversified, ETF-focused portfolios tailored to client goals and risk tolerance.

Wealth management Income planning General tax planning
user avatar

George D

Series 63, Series 65

Matawan, NJ

Grantvest Financial Group LLC

George Drawbaugh is a financial advisor with Grantvest Financial Group LLC in Matawan, NJ, holding Series 63 and Series 65 licenses and 28 years of industry experience. His career includes roles at LifeMark Securities Corp., Securities America Inc., and managing his own firms, Drawbaugh Financial, LLC and College Funding Associates, LLC. Outside of advisory work, he provides college planning services through College Funding Associates and offers marketing and sales of employee benefits through Drawbaugh Financial. Grantvest Financial Group provides wealth management, discretionary portfolio management, and financial planning to individuals, trusts, estates, and small businesses. The firm manages approximately $230 million in client assets and typically constructs diversified, ETF-focused portfolios tailored to clients' goals and risk tolerance.

Wealth management Income planning General tax planning
user avatar

Anthony C

Series 63, Series 65

Matawan, NJ

Grantvest Financial Group LLC

Anthony Caputo is a financial advisor with Grantvest Financial Group LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Grantvest since 2020 and has been affiliated with Calton & Associates, Inc. since 2013. Outside of his advisory role, Caputo is the owner of Aspire Capital Holdings, a startup franchise investor in the fast food sector, and is also involved as an insurance agent and partner in entities focused on life and supplemental health insurance. Grantvest Financial Group provides wealth management and financial planning services to individuals, high net worth clients, trusts, estates, and small businesses. The firm constructs diversified portfolios primarily using exchange-traded funds, applying both fundamental and technical analysis, and manages client assets on a discretionary basis with ongoing monitoring and regular reviews.

Wealth management Income planning General tax planning
user avatar

Gah W

Series 63, Series 65

Matawan, NJ

Grantvest Financial Group LLC

Gah Wong is a financial adviser at GRANTvest Financial Group LLC with 11 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Calton & Associates, Inc. for six years before joining GRANTvest in 2021. Outside of his advisory role, Wong is a partner in an LLC that processes life and supplemental health insurance business and works as an insurance agent for multiple insurance carriers. GRANTvest Financial Group provides wealth management, discretionary portfolio management, and financial planning to individuals, trusts, estates, and small businesses, managing approximately $230 million in client assets. The firm builds diversified, ETF-focused portfolios tailored to client goals using both fundamental and technical analysis, and also offers held-away account management through third-party platforms.

Wealth management Income planning General tax planning
user avatar

Joseph C

Series 63, Series 66

Matawan, NJ

Grantvest Financial Group LLC

Joseph Cammayo is a financial advisor at Grantvest Financial Group LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Merrill Lynch, J.P. Morgan Securities, Morgan Stanley, and Calton & Associates. In addition to his advisory role, he is involved with JBT Benefits Group, a supplemental insurance business. Grantvest Financial Group provides wealth management, discretionary portfolio management, and financial planning to individuals, trusts, estates, and small businesses. The firm manages approximately $230 million in client assets, focusing on diversified, ETF-centric portfolios tailored to client goals and risk tolerance.

Wealth management Income planning General tax planning
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