Granite Harbor Advisors, Inc.

RIASEC Registered
Total AUM
$642M
Discretionary
$636M
99% of AUM
Avg account
$601K
Accounts
1,068
Employees
12
Advisory reps
12

Firm details

Headquarters
Houston, Texas
CRD number
179523
Registered since
May 30, 2017
Custodians
CHARLES SCHWAB & CO., INC., SEI INVESTMENTS DISTRIBUTION CO.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types
  • HNWI75.79%
  • Individuals15.54%
  • Pooled Investment Vehicles3.14%
  • Insurance Companies2.53%
  • Corporations / Businesses1.73%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Granite Harbor Advisors, Inc. is an independent, individual‑owned registered investment adviser (SEC‑registered in 2017) that acts as a capital allocator for both high‑net‑worth individuals/families and institutional clients. The firm provides a mix of financial planning and discretionary portfolio management across individual accounts, pooled investment vehicles and institutional/business relationships, and it also offers pension consulting and selection-of-other-advisers services. Its fee arrangements are flexible and include percentage‑of‑AUM billing, hourly and fixed fees, and performance‑based compensation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 64%, Exchange Traded Equities 23%, Cash & Cash Equivalents 10%, State & Local Bonds 2%, US Government Bonds 1%64%
  • Public Funds/Mutual Funds64%
  • Exchange Traded Equities23%
  • Cash & Cash Equivalents10%
  • State & Local Bonds2%
  • US Government Bonds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 75

Active vs passive

$226M in ETFs

Passive

94%

$212M

Active

6%

$14.3M

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)InvescoPassiveLarge Growth$24.8M33,49010.95%

Location

Primary office

Houston, TX

Harris

Location

Houston, TX

Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Harris
Address
10603 W Sam Houston Pkwy N
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth