A complete list of active advisors currently associated with Griggs Capital LLC

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

Griggs Capital LLC provides discretionary investment supervisory services to individual investors identified in its brochure as high‑net‑worth and accredited/qualified investors, managing approximately $2.7 million in assets as of January 1, 2026. The firm prepares an Investment Policy Statement for each client and focuses its management primarily on equity investments. The firm’s investment approach emphasizes fundamental analysis and long‑term trading, with short sales used opportunistically when market conditions indicate opportunities, and it conducts portfolio reviews at least quarterly while clients receive monthly custodian statements. All accounts are managed on a discretionary basis and the firm supplies regular reporting through the client’s custodian. Noteworthy distinctions include the firm’s small scale relative to many managers in this category and its explicit focus on individual high‑net‑worth and accredited investors rather than broadly on institutional pooled vehicles. The brochure also indicates the firm does not participate in wrap fee programs, relies on performance‑oriented compensation arrangements rather than typical asset‑based advisory fees, and does not take custody of client assets.

To learn more about the advisors currently working at Griggs Capital 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.

Name
Location
Years of experience
Daniel Griggs profile photo Daniel Griggs
Lexington, KY
12
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")