GRANTVEST FINANCIAL GROUP LLC

Overview

Grantvest Financial Group LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm is SEC-registered (2024) and positions itself to serve both individual and family clients as well as institutional relationships. Its advisory offering centers on financial planning and portfolio management for individuals and small businesses, delivered through a mix of fee structures — percentage of AUM, hourly engagements and fixed-fee arrangements. In addition to advisory services, Grantvest maintains broker-dealer registration activity and operates as an insurance broker, allowing it to combine investment management with transactional brokerage and insurance solutions. Investment activity at Grantvest is skewed toward publicly traded equities. The firm reports a clear preference for equity allocations and uses exchange-traded securities heavily within its managed accounts. It is not identified as an active ESG investor, and it does not list itself as a multi-state adviser or a pension consultant.

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Location & Offices