Grinnell Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$9,811,874
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
24
63% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
24
TypicalAverage account size
$408,828
About
Grinnell Capital provides discretionary asset management, financial planning, and subadvisory/outsourced CIO services to individuals (including high‑net‑worth clients), trusts, estates and charitable organizations. The firm operates with a single advisory professional and a small client roster, delivering ongoing portfolio management tailored to client goals and periodic financial planning engagements.
Investment programs are organized into multiple model suites — Traditional, Impact (sustainability‑focused), Momentum equity, and a Momentum ETF model — and the firm uses fundamental, technical and quantitative analysis to construct and monitor portfolios. Holdings may include stocks, bonds, mutual funds and ETFs as well as inverse and volatility ETFs, options and other derivatives; the Momentum strategies are run with position limits and defined basket sizes (typically 25–50 securities for Momentum and 8–15 ETFs for the Momentum ETF model).
Compared with many peers, the firm’s combination of subadvisory/outsourced CIO services and an explicit Impact product alongside tactical Momentum strategies that employ derivatives is atypical for a small adviser with modest assets under management. Operational distinctions include requiring custody at specified custodians (Charles Schwab or Interactive Brokers), treating cash as an asset class within its models, and not accepting proxy‑voting authority from clients.
Client services
Financial planning
Portfolio management
Sub-advisory services
Expertise
ESG / Sustainable investing
Active portfolio management
Tax-loss harvesting
Options & derivatives strategies
Occupation focus
Executive
Fee options
Financial Planning Services flat fee of $1,250
$0 - $49,999: Flat fee of $100 annually $50,000 - $99,999: Flat fee of $400 annually $100,000 - $199,999: Flat fee of $750 annually $200,000 - $349,999: Flat fee of $1,400 annually $350,000 - $499,999: Flat fee of $2,363 annually $500,000 - $999,999: Flat fee of $3,250 annually $1,000,000 - $1,999,999: Flat fee of $6,000 annually $2,000,000 - $2,999,999: Flat fee of $11,000 annually $3,000,000 - $3,999,999: Flat fee of $15,000 annually $4,000,000 - $4,999,999: Flat fee of $18,000 annually $5,000,000 - $9,999,999: Flat fee of $20,000 annually $10,000,000 - $24,999,999: Flat fee of $35,000 annually $25,000,000 - $49,999,999: Flat fee of $75,000 annually $50,000,000+: Flat fee of $125,000 annually
Account minimum: $10,000 for Traditional or Impact model accounts; $2,500 for Momentum ETF model accounts; $100,000 for Momentum model accounts (minimums may be lowered or waived in certain instances) Minimum fee: $100 annually for accounts up to $49,999 in Traditional and Impact Models Fee-only: Financial Planning Services flat fee of $1,250 per plan
Main office location
Grinnell Capital, LLC
Park City UT, United States
Number of offices
1
Most active in
Grinnell Capital, LLC has reported serving >5 clients in these states in the last 12 months.
California · Colorado · Idaho · Texas · Utah
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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