GRANT FINANCIAL GROUP

Overview

Grant Financial Group operates as a small, owner-run advisory practice focused on individual and family clients. The firm combines portfolio management for individuals and small businesses with insurance brokerage services, and charges clients on a percentage-of-assets-under-management basis. Portfolio activity shows a strong preference for liquidity: cash and cash equivalents are the dominant allocation by dollar value. At the same time, the firm supplements core mutual-fund exposure with third-party alternative managers in real estate, commodities and oil & gas, and it offers annuity products consistent with its insurance brokerage business. Grant Financial Group is not positioned as a multi-state adviser or an ESG-focused allocator; its business model is concentrated and client-centered rather than institutional or pension-focused.

Assets & Accounts

Investments & Alternatives

Location & Offices