Grip Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary asset management and related financial planning primarily to individual clients, with a stated emphasis on high net worth households. It also conducts public educational seminars and small-fee workshops intended to inform attendees about investment topics and the services the firm offers.
Investment programs are customized to each client’s goals, time horizon, and risk tolerance, with the firm authorized to execute trades on a discretionary basis and to hire sub‑advisors to manage all or portions of client portfolios. Strategies described in the brochure include long‑term investing, trading, and options writing (including covered and uncovered strategies), and accounts are reviewed at least quarterly.
Distinctive aspects noted in the brochure include a 2022 disciplinary matter involving the use of an expired CPA designation that was resolved and the license reactivated, an uncommon disclosure among peers. The firm’s owner also operates an affiliated insurance business—devoting roughly 20% of his time and receiving customary commissions—and the combination of advisory services, public seminars/workshops, and an insurance affiliate is an atypical service mix for a two‑advisor firm managing about $53.3 million in discretionary assets.
Client services
Expertise
Fee options
Workshops offered for a negotiable fee up to $100 per couple.
$0 - $250,000: 2.00% annually $250,001 - $500,000: 1.65% annually $500,001 - $750,000: 1.45% annually $750,001 - $1,000,000: 1.35% annually $1,000,001 - $2,000,000: 1.25% annually $2,000,001 - $3,000,000: 1.00% annually $3,000,001 - $5,000,000: 0.90% annually $5,000,001+: 0.80% annually
Insurance products sold by advisor receive separate commission-based compensation.
Fee-only: Annual advisory fees based on assets under management per tiered schedule; fees negotiable.
Main office
Midlothian VA
Advisors at this office
2
Most active in
Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Keith H
Series 65
Midlothian, VA
Grip Financial, LLC
Keith Halstead is a financial advisor at Grip Financial, LLC, holding a Series 65 designation with less than one year of industry experience. Prior to entering the financial sector, he worked for 19 years with Frederick County Public Schools and briefly at Blue Ridge Bicycles. Grip Financial LLC provides discretionary asset management and financial planning primarily for high net worth individuals. The firm offers tailored investment strategies and educational seminars, combining fundamental analysis with various investment approaches.
Michael G
Series 65
Midlothian, VA
Grip Financial, LLC
Michael Gilman is a financial advisor at Grip Financial, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Carlson Financial and SunTrust Bank. Outside of his advisory role, he serves as Treasurer for New Life Church Powhatan. Grip Financial LLC provides discretionary asset management and financial planning primarily for high net worth individuals. The firm offers tailored investment strategies using fundamental analysis and various approaches, alongside educational seminars and comprehensive financial planning services.
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