Gross Investments LLC
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About
Gross Investments LLC provides financial planning, consultation, and ongoing investment management primarily to individual and high‑net‑worth clients. The firm operates as a fiduciary registered investment adviser and manages client accounts through project‑based plans, hourly consultations, and both discretionary and non‑discretionary portfolio services, overseeing roughly $13.25 million across its client base.
GIL emphasizes individualized planning and the creation of investment policy statements, using a mix of analytic approaches (charting, cyclical, fundamental, modern portfolio theory, quantitative and technical analysis) to support predominantly long‑term strategies and avoid market timing. Clients may grant limited discretionary authority or retain implementation control in non‑discretionary arrangements, and the firm may delegate trading for exchange‑traded strategies to a third‑party platform (Market Guard™) while maintaining supervisory oversight.
Distinctive elements include an affiliated insurance agency, Gross Insurance LLC, and investment adviser representatives who are separately licensed insurance agents and disclose that insurance activities can occupy a substantial portion of their time, a conflict the firm discloses and documents. The firm also routinely evaluates and recommends third‑party platforms and registered funds — including ETFs and funds with complex features — and provides explicit risk disclosures about derivatives, leverage, and platform layering while conducting at least quarterly portfolio reviews.
Client services
Expertise
Fee options
Financial planning fixed fee negotiated between $0 and $2,500; project-based fees possible for consultation services
$0+: Up to 1.50% annually for investment management services; fee is negotiable based on scope and complexity $0+: Market Guard™ platform: 0.50% annually for ETF program; 0.50% annually for individual stock program; in addition to GIL’s investment management fee which will not exceed 1% for this program
Hourly consultation fees between $100 and $300
Minimum fee: Negotiated fixed rate between $0 and $2,500 for financial planning services Fee-only: Advisory fees only; no commissions, no asset-based sales charges or mutual fund commissions received by adviser
Main office
745 Marks Road
Valley City OH 44280
Advisors at this office
3
Most active in
Florida · Ohio
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
Jason T
Series 65
Valley City, OH
Gross Investments LLC
Jason Thomson is a financial advisor at Gross Investments LLC with five years of industry experience. He holds a Series 65 designation and has worked at Gross Insurance LLC, Sherwin Williams, AMFG Wealth Management LLC, WestPoint Wealth Management, and KEYBANK. Gross Investments LLC serves individual and high-net-worth clients by providing project-based financial planning, hourly consultations, and ongoing investment management. The firm employs a variety of analytical approaches to build primarily long-term portfolios and offers both discretionary and non-discretionary management tailored to client preferences.
Joseph R
Valley City, OH
Gross Investments LLC
Joseph Romito is a financial advisor at Gross Investments LLC with 10 years of industry experience. He has worked at several firms, including Westpoint Wealth Management LLC and Cetera Advisor Networks LLC. Outside of his financial advisory work, he is involved in a private business related to residential office real estate. Gross Investments LLC provides financial planning and investment management primarily to individual and high-net-worth clients. The firm uses a range of analytic approaches to support long-term investment strategies and offers both discretionary and non-discretionary portfolio services.
Howard G
Series 65
Valley City, OH
Gross Investments LLC
Howard Gross is a financial advisor at Gross Investments LLC with six years of industry experience. He holds a Series 65 credential and has worked at several firms, including WestPoint Wealth Management and AMFG Wealth Management. Outside of finance, he operates Howard's Lawn Care, a business he has managed for over a decade. Gross Investments LLC provides financial planning, consultation, and investment management primarily to individual and high-net-worth clients. The firm emphasizes individualized planning and a variety of analytic approaches to support long-term investment strategies.
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