Grip Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$53,300,000
Total clients
96
24% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
48
Average account size
$555,208
About
GRIP Financial LLC provides discretionary asset management and related financial planning primarily for individual clients, with a stated focus on high net worth households; the firm also offers public educational seminars and workshops, with seminars provided free and workshops available for a nominal fee (up to $100 per couple). It reports managing client assets on a discretionary basis and may engage sub‑advisors to manage all or part of client portfolios.
The firm tailors investment strategies to each client’s goals, time horizon, and risk tolerance, using fundamental analysis and a range of approaches that can include long‑term purchases, trading, options, and derivative instruments. Financial planning services covering topics such as estate planning, taxes, retirement income, and insurance are available and are provided at no additional charge when delivered as part of recommendations.
GRIP’s brochure discloses that the firm’s principal operates an affiliated insurance business (GRIP Financial Solutions LLC), devoting roughly 20% of his time to that activity and receiving standard insurance commissions, a conflict of interest the firm discloses and says it mitigates. The brochure also discloses a 2022 disciplinary matter in which the Virginia Board of Accountancy fined the principal $1,000 for advertising an expired CPA designation; the license has since been reactivated.
Client services
Expertise
Fee options
Workshops offered for a negotiable fee up to $100 per couple.
$0 - $250,000: 2.00% $250,001 - $500,000: 1.65% $500,001 - $750,000: 1.45% $750,001 - $1,000,000: 1.35% $1,000,001 - $2,000,000: 1.25% $2,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.90% Over $5,000,000+: 0.80%
Insurance products sold by owner as licensed insurance agent with separate typical commissions, not charged advisory fees.
Main office location
Grip Financial, LLC
Midlothian VA, United States
Number of offices
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
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