Grant Asset Management, LLC

Overview

Grant Asset Management, LLC is an independent, individual-owned registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm runs a straightforward, equity-first playbook: the bulk of client portfolios are allocated to exchange-traded equities and related vehicles, with cash flows and insurance solutions incorporated as needed through its insurance brokerage activity. Fee arrangements include a mix of percentage-of-AUM billing alongside hourly and fixed-fee engagements, permitting flexibility for planning-only clients as well as ongoing discretionary management. Investment activity centers on publicly traded equities and liquid, exchange-traded instruments, with an expressed preference for equities as the dominant exposure. The adviser supplements equity allocations with third-party alternative strategies — notably real estate, commodities and oil & gas — to provide income, sector exposure and non-correlated sources of return. The firm is not positioned as an ESG- or pension-focused consultant and operates at a single-state scale rather than as a multi-state adviser.

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Location & Offices