G
Grove Investments, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$41,640,300
Clients
100
0% high-net worth
Advisors
1
of 1 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
100
Very HighAverage account size
$416,403
About
Grove Investments provides portfolio management services to high‑net‑worth individual investors and to institutional clients, as described in its Form ADV. The firm reports about $41.6 million in assets under management across roughly 100 client relationships and uses a percentage‑of‑AUM fee arrangement.
The brochure indicates Grove delivers ongoing, customized portfolio management with periodic account reviews and reporting tailored to client objectives and risk tolerances. Its ADV materials also note differing account types and custodial arrangements for individual and institutional mandates.
Distinctively, Grove’s client mix includes institutional mandates — a service that is uncommon for independent firms of its size — while its filings state it does not serve non‑high‑net‑worth individual clients. The combination of primarily HNW individual relationships alongside institutional accounts results in a higher average relationship size than is typical for peers.
Client services
Portfolio management
Main office location
Grove Investments, Inc.
213 Marina Drive
St. Simons Island GA 31522, United States
Number of offices
0
Most active in
Grove Investments, Inc. has reported serving >5 clients in these states in the last 12 months.
Georgia · Pennsylvania
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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