G
Grand Street Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$9,000,000
Total clients
16
19% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
16
Average account size
$562,500
About
Grand Street Advisors is a small, state‑registered independent advisory firm that serves individuals, retirement plans, trusts, banks and other business entities, managing roughly $9 million for about 16 clients. The firm provides portfolio management (reported as non‑discretionary for all accounts), one‑time advisory consulting, and pension consulting services.
The firm typically operates with client‑directed trading, obtaining client approval before executing trades and using a mix of fundamental, technical and charting analysis to construct customized asset allocations. Portfolios are tailored to clients’ income needs and risk tolerances and may include individual equities, bonds, REITs, preferred stocks, limited partnerships, ETFs, mutual funds and closed‑end funds rather than following a standardized model.
Compared with many independent peers, Grand Street Advisors emphasizes non‑discretionary management and maintains a formal pension‑consulting practice that includes plan reviews, drafting or maintaining investment policy statements, participant education and ERISA‑focused monitoring. The firm is a solo adviser practice with principal experience in broker‑dealer roles and multiple industry registrations, which informs its work with institutional plan fiduciaries and smaller, highly customized client relationships.
Client services
Portfolio management
Pension consulting
Expertise
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Fee options
Fixed fees for consulting services based on estimated hours, payable in advance, not exceeding $500 prepaid more than six months in advance
$0 - $1,000,000: 1.00% annually (Equity Portfolios) $1,000,001+: 0.75% annually (Equity Portfolios) $0 - $1,000,000: 0.50% annually (Fixed Income Portfolio)
$150 per hour for advisory consulting services
Account minimum: $100,000 Minimum fee: $1,000 minimum annual fee
Most active in
Grand Street Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Kansas · Missouri
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
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