Grant Street Asset Management Inc logo

Grant Street Asset Management Inc

Updated today

Client assets under management

$670,003,775

Clients

425

40% high-net worth

Advisors

7

of 17 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

61

Typical

Average account size

$1,576,479

About

Grant Street Asset Management is an SEC-registered, team-based advisory firm that manages roughly $769 million for individuals (including high-net-worth clients), pension plans, charitable organizations, and businesses. The firm provides discretionary portfolio management, comprehensive financial planning, and services to manage held-away assets such as workplace retirement accounts.

The firm constructs client-specific strategies emphasizing asset allocation and a blend of mutual fund/ETF selection, fundamental, quantitative, qualitative, and technical analysis, with ongoing monitoring and quarterly reporting. For held-away accounts it uses a third-party aggregation and order-management platform to review available options and implement tax-efficient asset location and opportunistic rebalancing while avoiding custody.

Notably, the firm’s ADV discloses a recent, resolved regulatory allegation that an advisor conducted advisory activity without proper state registration, which the firm reported as a material change. The firm also maintains formal controls— including a Code of Ethics, prior-approval requirements for certain employee trades, and a stated policy that it will not vote client proxies—clarifying compliance and client responsibilities.

Client services

Financial planning Portfolio management

Expertise

Options & derivatives strategies Real estate investing Tax-loss harvesting

Fee options

Fixed

$5,000 fixed fee for creating client financial plans, negotiable

Percentage

$0 - $1,000,000: 1.50% annually $1,000,000+: 1.00% annually

Other

Account minimum: $500,000

Main office location

Grant Street Asset Management Inc

380 Southpointe Blvd, South Pointe Plaza Ii Suite 315

Canonsburg PA 15317, United States

Number of offices

2

Most active in

Arizona · California · Florida · Illinois · Indiana · Louisiana · Maryland · New Hampshire · New Jersey · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Tennessee · Texas · Virginia · West Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Kristen J

Series 65

Canonsburg, PA

Grant Street Asset Management Inc

Kristen Jackson is a Series 65 licensed financial advisor with Grant Street Asset Management Inc in Canonsburg, PA, where she has worked since 2005. She has 20 years of industry experience and is part of a seven-advisor team. Grant Street Asset Management is an SEC-registered firm that provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm builds investment programs tailored to client goals and risk tolerance, employing a variety of analytical methods and managing portfolios using mutual funds, ETFs, individual securities, and derivatives.

Options & derivatives strategies Real estate investing Tax-loss harvesting
user avatar

Michael E

Series 65

Canonsburg, PA

Grant Street Asset Management Inc

Michael Evans is a Series 65-licensed advisor at Grant Street Asset Management Inc with 23 years of industry experience. He has been with Grant Street since 1993. Grant Street Asset Management is an SEC-registered firm that provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a personalized approach to investment programs, employing a range of analytical methods and tax-aware strategies, and manages approximately $669 million in client assets with a seven-advisor team.

Options & derivatives strategies Real estate investing Tax-loss harvesting
user avatar

Michael L

Series 65

Canonsburg, PA

Grant Street Asset Management Inc

Michael Loch is a Series 65-licensed financial advisor at Grant Street Asset Management Inc with 23 years of industry experience. He has been with Grant Street Asset Management since 1998. Grant Street Asset Management is an SEC-registered advisory firm that provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm builds investment programs based on client goals, risk tolerance, and time horizon, using a variety of securities and analytical methods, and manages approximately $669 million in client assets.

Options & derivatives strategies Real estate investing Tax-loss harvesting
user avatar

Patrick E

Series 66

Canonsburg, PA

Grant Street Asset Management Inc

Patrick Evans is a financial advisor at Grant Street Asset Management Inc with 15 years of industry experience. He holds the Series 66 designation and has been with the firm since 2013. Grant Street Asset Management is an SEC-registered advisory firm that provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm focuses on personalized investment programs that incorporate a variety of analytical methods and tax-aware strategies, managing approximately $669 million in client assets with a seven-advisor team.

Options & derivatives strategies Real estate investing Tax-loss harvesting
user avatar

Landon B

CFP®, Series 65

Canonsburg, PA

Grant Street Asset Management Inc

Landon Buzzerd is a CFP® and holds a Series 65 license, with five years of industry experience. He currently works at Grant Street Asset Management Inc, where he has been since 2023. Prior to this, he was with Obsidian Personal Planning Solutions, LLC from 2019 to 2023 and has experience in academic roles at the University of Maryland and Hagerstown Community College. Grant Street Asset Management is an SEC-registered advisory firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers discretionary portfolio management and financial planning, focusing on personalized investment programs that incorporate a range of analytical methods and tax-aware strategies.

Options & derivatives strategies Real estate investing Tax-loss harvesting
user avatar

John F

Series 65

Canonsburg, PA

Grant Street Asset Management Inc

John Ferraro is a financial advisor at Grant Street Asset Management Inc. with 19 years of industry experience. He holds a Series 65 designation and has been with Grant Street since 2002. Ferraro also serves as president of Corporate Management Systems, Inc., a bank and human resource consulting firm. Grant Street Asset Management provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a range of analytical methods and institutional platforms to manage portfolios focused on asset allocation and tax-aware strategies.

Options & derivatives strategies Real estate investing Tax-loss harvesting
user avatar

Scott D

Series 66

Canonsburg, PA

Grant Street Asset Management Inc

Scott Dolson is a financial advisor at Grant Street Asset Management Inc with 15 years of industry experience. He holds a Series 66 designation and has worked at Mellon, The Bank of New York Mellon, MBSC Securities Corporation, and Mellon Capital Management prior to joining Grant Street in 2020. Grant Street Asset Management is an SEC-registered advisory firm that provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes personalized investment programs based on client goals, risk tolerance, and time horizon, utilizing a variety of analytical methods and tax-aware strategies.

Options & derivatives strategies Real estate investing Tax-loss harvesting
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