A complete list of active advisors currently associated with Grigg Financial, LLC

Warmer can help you find a great advisor at Grigg Financial, LLC or one who fits your needs even better.

Grigg Financial, LLC is a small SEC-registered advisory firm managing roughly $64 million for about 250 clients, primarily individuals and high‑net‑worth clients, as well as trusts, estates, pension plans and other entities. The firm offers discretionary portfolio management, financial planning and consulting, and may recommend or place assets with third‑party investment advisers and model portfolios provided by sub‑advisers. The firm typically implements discretionary strategies through a sub‑adviser that handles day‑to‑day trading, reporting and billing while Grigg Financial provides client supervision, asset‑allocation advice and financial planning tailored to client goals. Its disclosed investable universe includes equities, fixed income, mutual funds and ETFs, and also extends to options, futures, direct indexing, structured notes and private placements such as Delaware Statutory Trusts. What is notable relative to many peers is the firm’s explicit use and disclosure of derivatives and options/futures strategies within separately managed accounts and model implementations—an approach the brochure highlights alongside direct‑indexing and other complex instruments. The firm also discloses the use of AI tools in its operations and that associated persons are licensed to sell insurance and related products, creating potential compensation conflicts the firm addresses in its disclosures.

To learn more about the advisors currently working at Grigg Financial, 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.