Grit Family Office, LLC logo

Grit Family Office, LLC

Updated today

Client assets under management

$73,016,403

Clients

19

100% high-net-worth

Advisors

2

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

10

Very Low

Average account size

$3,842,969

About

Grit Family Office provides ongoing portfolio management and financial planning primarily for high‑net‑worth individuals and small businesses. The firm offers individualized investment policy statements, discretionary portfolio implementation, and may refer clients to third‑party advisers or private funds as part of its service suite.

The firm’s investment approach is grounded in modern portfolio theory and a long‑term trading orientation, with documented risk tolerances and investment policies used to guide asset allocation. Grit typically seeks discretionary authority to execute its strategies and conducts regular (at least monthly) reviews of client accounts and any third‑party managers it selects.

Distinctive aspects of the firm include a deliberately small, concentrated client roster and an explicit exclusion of non‑high‑net‑worth individual clients, which is less common among peers. Operationally, Grit requires clients to use a specified custodian for execution and does not aggregate trades for multiple client accounts, practices that differentiate its implementation model and can influence execution and pricing dynamics.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management Private / alternative investments Real estate investing College savings (529s, UTMA, etc.)

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Fee options

Fixed

Financial planning fixed fees range from $25,000 to $200,000

Percentage

$0 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.55% $10,000,001 - $25,000,000: 0.40% $25,000,001+: 0.25%

Project-based

$250 per hour for financial planning services

Other

Fee-only: Financial planning fixed fees between $25,000 and $200,000; hourly fees at $250/hour

Main office location

Grit Family Office, LLC

427 1 St Street Se, Suite 100

Cedar Rapids IA 52401, United States

Number of offices

1

Most active in

Iowa

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Colby M

Series 66

Cedar Rapids, IA

Grit Family Office, LLC

Colby Mc Intire is a financial advisor at Grit Family Office, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial LLC and iWealth. Outside of his advisory work, he has a background that includes experience at Menards and Minnesota State University, Mankato. Grit Family Office serves high-net-worth individuals and small businesses, providing portfolio management, comprehensive financial planning, and third-party adviser selection or referral. The firm employs a Modern Portfolio Theory-based investment approach with a long-term horizon, focusing on asset allocation and risk tolerance across a broad investment universe.

Wealth management Private / alternative investments Real estate investing College savings (529s, UTMA, etc.)
user avatar

William H

CFA®

Cedar Rapids, IA

Grit Family Office, LLC

William Hahesy III is a CFA® charterholder with 10 years of industry experience. He is currently with Grit Family Office, LLC, where he has worked since 2017, and previously held roles at BerganKDV Wealth Management, LLC and Bergan Paulsen. Outside of his advisory work, he has ownership interests in several privately held companies in the manufacturing and overhead door sales industries. Grit Family Office serves high-net-worth individuals and small businesses, providing portfolio management, financial planning, and third-party adviser referrals. The firm follows a Modern Portfolio Theory-based investment approach with an emphasis on asset allocation, risk tolerance, and regular portfolio monitoring across a range of traditional and alternative investments.

Wealth management Private / alternative investments Real estate investing College savings (529s, UTMA, etc.)
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