Granite Harbor Advisors, Inc.

RIASEC RegisteredEst. 2017

Total AUM

$642M

Discretionary

$636M

99% of AUM

Avg account

$601K

Accounts

1,068

Employees

Advisory reps

Firm details

Headquarters: Houston, Texas
CRD number: 179523
Registered since: May 30, 2017
Website: graniteharbor.com
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, SEC-registered RIA that operates as a capital allocator for both individual/family and institutional clients. The firm was registered in 2017 and is owned by an individual owner. Its advisory services include comprehensive financial planning, portfolio management across individuals, small businesses and pooled vehicles, selection of other advisers, and pension consulting. Granite Harbor charges a mix of percentage-of-AUM, hourly, fixed, and performance-based fees. The firm is not positioned as an ESG investor. Granite Harbor also participates on the private-fund side: it lists industry roles such as sponsor, general partner, or managing member of pooled investment vehicles, which complements its third-party allocation activity.