Southlake, TX Office
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Grimes & Company
Multi-team
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About
Grimes & Company provides discretionary portfolio management and financial planning to a mix of individual and institutional clients, including estates, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. The firm also accepts engagements from other investment advisers and acts as a sub-adviser, in addition to offering trustee services through an affiliated trust entity.
The firm builds customized investment strategies using proprietary research and portfolio-management systems, allocating across no-load and load-waived mutual funds, ETFs, individual securities, and, where suitable, independent managers and interval or private funds. Grimes may recommend allocations to an affiliated private vehicle (the High Income Opportunity Fund) or to unaffiliated private funds, and can use third-party managers for specialized strategies — for example, an Aperio long/short equity sleeve that employs margin; it does not exercise discretion to purchase cryptocurrencies for clients.
Several operational features distinguish Grimes from many peers: it serves other investment advisers as clients and acts as a private fund adviser while also serving state and municipal entities, arrangements that can create additional conflicts of interest to be managed. The firm combines advisory services with affiliated offerings (insurance, tax, and trustee services), participates in referral programs with custodians, and primarily uses asset‑based fees rather than fixed fees, while providing estate-document services through an unaffiliated platform for clients pursuing more advanced planning.
Based on Grimes & Company
Expertise
Based on Grimes & Company
Location
531 Silicon Drive, Suite 101
Southlake TX 76092
Advisors at this office
4
Advisors at this office
Justin D
CFP®, Series 63, Series 66
Southlake, TX
Grimes & Company
Justin Davis is a Certified Financial Planner (CFP®) with 17 years of industry experience. He has been with Grimes & Company since 2019 and previously worked at J.P. Morgan Securities and TD Ameritrade. Grimes & Company provides discretionary portfolio management and financial planning to individual and institutional clients, including estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm uses proprietary research and portfolio-management systems to build customized investment strategies across a range of securities and investment vehicles.
Tristan B
CFP®
Southlake, TX
Grimes & Company
Tristan Bishop is a CFP® professional affiliated with Grimes & Company and has two years of industry experience. Before joining Grimes & Company, he worked at Lido Advisors and Third Act Wealth Management, among other firms. Grimes & Company provides discretionary portfolio management and financial planning to individual and institutional clients, including estates, charitable organizations, and government entities. The firm builds customized investment strategies using proprietary research, various fund types, and both affiliated and unaffiliated private funds.
Justin B
Series 65
Southlake, TX
Grimes & Company
Justin Brown is a financial advisor at Grimes & Company with three years of industry experience. He holds a Series 65 designation and has previously worked at Mercer Advisors, Capital Investment Advisors, and Genesis Asset Management. Grimes & Company provides discretionary portfolio management and financial planning to individual and institutional clients, including estates, charitable organizations, and government entities. The firm builds customized investment strategies using proprietary research and portfolio-management systems and offers trustee services in addition to acting as a sub-adviser for other investment advisers.
Thomas C
Series 66
Southlake, TX
Grimes & Company
Thomas Clark is a financial advisor at Grimes & Company with 11 years of industry experience. He holds the Series 66 designation and has worked previously at JP Morgan Securities LLC and TD Ameritrade. Outside of his advisory role, Clark serves as President and Pastor at Oak Stone Christian Church. Grimes & Company provides discretionary portfolio management and financial planning to individual and institutional clients, including estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm uses proprietary research to build customized investment strategies across a variety of securities and also acts as a sub-adviser to other investment advisers.
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