A complete list of active advisors currently associated with GRO Capital, LLC

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

GRO Capital, LLC is a state-registered investment adviser that provides personalized portfolio management and investment advice to high net worth individuals and trusts. The firm manages roughly $11.8 million in discretionary assets across a small number of client accounts. The firm’s investment approach is fundamentally driven and valuation-focused, concentrating on small- and mid-cap equities with a particular emphasis on education and business services for long-term capital appreciation; GRO may also include large-cap equities, fixed income for income objectives, and occasional options strategies. Accounts are generally managed as separately managed accounts at custodians such as Charles Schwab and Fidelity, and clients can impose investment restrictions or direct brokerage if they choose. What is distinctive about GRO is its concentrated, sector-oriented strategy and small operational scale, which can result in meaningful single-position exposure and a higher concentration risk than at more diversified firms. The firm’s principal has an extensive background as a senior equity research analyst with recognized coverage of the education services sector, and the firm maintains written policies to address personal trading conflicts, insider trading prevention, and proxy voting limitations while not participating in wrap fee programs or soft-dollar arrangements.

To learn more about the advisors currently working at GRO 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.