Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,081,499,052
Total clients
373
61% high-net worth
Total advisors
7
of 10 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
53
Average account size
$2,899,461
$0 - $1,000,000: 0.90% $1,000,001 - $2,500,000: 0.75% $2,500,001 - $12,500,000: 0.50% $12,500,001+: 0.35%
Certain supervised persons offer insurance products under separate commission arrangements
Account minimum: $2,500,000
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Graves Light Lenhart
100 South Mason Street, Suite C
Harrisonburg VA 22801, United States
Number of offices
2
CFA®, Series 63, Series 65
Harrisonburg, VA
Graves Light Lenhart
Series 65
Harrisonburg, VA
Graves Light Lenhart
Series 63, Series 65
Saint Helena Island, SC
Graves Light Lenhart
CFP®, CFA®
Harrisonburg, VA
Graves Light Lenhart
CFP®, Series 65
Harrisonburg, VA
Graves Light Lenhart
CFP®, Series 65
Harrisonburg, VA
Graves Light Lenhart
Series 63, Series 65
Harrisonburg, VA
Graves Light Lenhart
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