A complete list of active advisors currently associated with Grenadilla Advisory LLC

Warmer can help you find a great advisor at Grenadilla Advisory LLC or one who fits your needs even better.

Grenadilla Advisory LLC is a state-registered investment adviser that provides discretionary and non‑discretionary asset management and financial planning to managed accounts, including individual investors and high‑net‑worth clients. Although the investment manager category often focuses on pooled or institutional mandates, this firm explicitly accepts individual clients and imposes a $500,000 account minimum for advisory relationships. The firm constructs portfolios around client objectives, time horizon, and risk tolerance using asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term strategies, and it conducts ongoing suitability and due‑diligence reviews. While it uses asset‑based management fees like many peers, it also offers hourly and fixed‑fee financial planning arrangements—an uncommon billing option for firms in this category—and discloses reliance on third‑party service providers that utilize artificial intelligence and machine‑learning tools. Distinctive aspects include the firm’s small scale—roughly $2.5 million in discretionary AUM and a single investment professional—and a principal with institutional investment experience and a CFA charter, which brings institutional processes to individual client accounts. The firm recommends specific custodial relationships, aggregates client orders for execution, does not vote proxies on clients’ behalf, and maintains written policies addressing personal trading conflicts and AI/ML risks.

To learn more about the advisors currently working at Grenadilla Advisory LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.