Grit Family Office, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$90,930,737
Total clients
19
100% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
10
Average account size
$4,785,828
About
Grit Family Office provides ongoing portfolio management and financial planning primarily for high‑net‑worth individuals and small businesses. The firm offers individualized investment policy statements, discretionary portfolio implementation, and may refer clients to third‑party advisers or private funds as part of its service suite.
The firm’s investment approach is grounded in modern portfolio theory and a long‑term trading orientation, with documented risk tolerances and investment policies used to guide asset allocation. Grit typically seeks discretionary authority to execute its strategies and conducts regular (at least monthly) reviews of client accounts and any third‑party managers it selects.
Distinctive aspects of the firm include a deliberately small, concentrated client roster and an explicit exclusion of non‑high‑net‑worth individual clients, which is less common among peers. Operationally, Grit requires clients to use a specified custodian for execution and does not aggregate trades for multiple client accounts, practices that differentiate its implementation model and can influence execution and pricing dynamics.
Client services
Expertise
Fee options
Financial planning fixed fees range from $25,000 to $200,000
$0 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.55% $10,000,001 - $25,000,000: 0.40% $25,000,001+: 0.25%
$250 per hour for financial planning services
Fee-only: Financial planning fixed fees between $25,000 and $200,000; hourly fees at $250/hour
Main office location
Grit Family Office, LLC
427 1 St Street Se, Suite 100
Cedar Rapids IA 52401, United States
Number of offices
1
Most active in
Iowa
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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