Grigg Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$62,734,416
Clients
252
Advisors
2
of 2 employees
About
The firm provides financial planning, consulting, and discretionary portfolio management to individuals (including high‑net‑worth clients), trusts, estates, retirement plans, and business entities. Services are delivered through written financial plans, hourly consulting, and ongoing asset management engagements that may involve recommending or monitoring third‑party investment advisers.
Investment implementation typically relies on model portfolios and sub‑advisers for day‑to‑day trading and back‑office support, with the firm retaining supervisory and client‑facing responsibilities. The firm’s disclosed investable instruments include equities, fixed income, mutual funds and ETFs, as well as options, futures, structured products, direct indexing, and private placements — indicating the potential use of derivatives within separately managed accounts.
Distinctive features for a firm of this size include an owner who also serves as chief compliance officer and a compact advisory team, and an explicit disclosure that derivatives and complex structured products may be employed in client accounts, a practice that is uncommon among peers. The brochure also notes the firm’s use of third‑party models and the firm’s adoption of AI tools for meeting recording and related risks, and it highlights work with specialized offerings such as Delaware Statutory Trusts and structured notes.
Client services
Expertise
Fee options
$0 - $500,000: 2.15% $500,000 - $1,000,000: 2.05% $1,000,000 - $2,500,000: 1.80% $2,500,000+: Negotiable
Commission-based compensation received for sale of insurance products by licensed insurance agents associated with the firm
Maximum $360 per hour for financial planning and consulting services, negotiable
Account minimum: $500,000 Fee-only: Financial planning and consulting services charged at a maximum hourly fee of $360 per hour; fees negotiable
Main office
2401 York Road
Timonium MD 21093
Advisors at this office
2
Most active in
Delaware · Maryland
Also doing business as
Grigg Financial Solutions · Grigg Financial, LLC · Grigg, Brian, Thomas
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.
Forms ADV
Quick links
Advisors at this firm
Ryan B
Series 65
Timonium, MD
Grigg Financial, LLC
Ryan Brady is a financial advisor at Grigg Financial, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at the Securities and Exchange Commission. Brady has also been affiliated with Anne Arundel Community College and the United States Naval Academy since 2015. Grigg Financial provides financial planning, consulting, and discretionary portfolio management to individuals, trusts, estates, retirement plans, and business entities. The firm uses model portfolios and sub-advisers for trading and support, with a focus on a broad range of investable instruments including derivatives and complex structured products.
Brian G
CFP®, ChFC®, Series 63
Timonium, MD
Grigg Financial, LLC
Brian Grigg is a CFP® and ChFC® with 10 years of industry experience. He is the principal of Grigg Financial, LLC in Timonium, MD, and previously worked with Foundations Investment Advisors, LLC. Outside of advising, he is an independent insurance agent offering fixed annuities, life insurance, and long-term care products. Grigg Financial provides financial planning, consulting, and discretionary portfolio management to individuals, trusts, estates, retirement plans, and business entities. The firm uses model portfolios and sub-advisers for trading and back-office support while maintaining supervisory and client-facing duties, and it employs a range of investment instruments including derivatives and structured products.
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