G
Grant Financial Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$17,196,000
Total clients
101
18% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
101
Average account size
$170,257
About
The firm is a state-registered, independent investment adviser operated by a sole owner and provides discretionary and non-discretionary asset management services to roughly 97 clients with about $17.2 million in assets under management. Client types include individuals, trusts, estates, charitable organizations and business entities, and client relationships are tailored through written agreements.
The firm describes a conservative, actively managed approach that blends bond funds, individual equities, equity ETFs and mutual funds, with hedging or removal of positions when market conditions are judged unstable; analysis methods cited include charting, fundamental, technical and cyclical techniques. Securities are reviewed daily by the sole adviser, and the firm commonly exercises discretionary trading authority to implement the client’s investment plan.
A noteworthy aspect compared with many peers is that the firm’s owner is also a licensed insurance agent who sells insurance products—primarily annuities—and devotes roughly 10% of business time to those activities, a source of reported additional compensation. The firm also applies different account minimums for in-state versus out-of-state clients and relies on an independent custodian for account statements and performance reporting.
Client services
Portfolio management
Trading
Expertise
Active portfolio management
Fee options
$0 - $250,000: 1.5% $250,000 - $500,000: 1.5% $500,000 - $1,000,000: 1.5% $1,000,000+: 1.5%
Account minimum: $100,000 for Alabama residents; $500,000 for out-of-state residents Minimum fee: Minimum annual fee of 0.80% of assets under management
Main office location
Grant Financial Group
24045 Miflin Rd
Elberta AL 36530, United States
Number of offices
1
Most active in
Grant Financial Group has reported serving >5 clients in these states in the last 12 months.
Alabama
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 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
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