Granville Capital, Inc.

RIASEC RegisteredEst. 2003
Total AUM
$1.4B
Discretionary
$1B
76% of AUM
Avg account
$13M
Accounts
106
Employees
9
Advisory reps
8

Firm details

Headquarters
Greensboro, North Carolina
CRD number
126679
Registered since
May 30, 2003
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles51.36%
  • HNWI43.87%
  • Charitable Organizations2.88%
  • Corporations / Businesses1.89%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Granville Capital, Inc. is an independently owned registered investment adviser that has been SEC-registered since 2003. Structured as a corporation and owned by an individual, the firm positions itself as both an allocator and manager across individual/family and institutional relationships. Its advisory scope includes financial planning, discretionary portfolio management for individuals and pooled vehicles, and selection of third-party advisers. The firm also sponsors and serves as GP or managing member for pooled investment vehicles, and it identifies as an active ESG investor. Fee arrangements are mixed: percentage-of-AUM billing is used alongside fixed fees and performance-based fees, reflecting its involvement with pooled and alternative strategies. Granville is not a multi-state or newly formed adviser, and it does not serve as a pension consultant or a related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Private Funds 38%, Non-Exchange Traded Equities 27%, Exchange Traded Equities 23%, Cash & Cash Equivalents 9%, Public Funds/Mutual Funds 3%38%
  • Private Funds38%
  • Non-Exchange Traded Equities27%
  • Exchange Traded Equities23%
  • Cash & Cash Equivalents9%
  • Public Funds/Mutual Funds3%

Owners & executives

3 of 3
  • Eugene Purcell

    Chief Compliance OfficerCRD 5879073

  • Pearce Landry

    Pearce Landry

    Partner and Chief Investment OfficerCRD 4928739

  • Stewart Lynam

    Stewart Lynam

    Partner and Chief Financial OfficerCRD 7476294

Contacts

3 of 5
  • Michael Dinkins

    PrincipalCRD 7348387

  • Jack Ham

    Jack Ham

    Investment AnalystCRD 7583142

  • Stephen Hassenfelt

    Stephen Hassenfelt

    ChairmanCRD 4653933

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 52

Active vs passive

$266M in ETFs

Passive

99%

$264M

Active

<1%

$2.4M

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)InvescoPassiveLarge Growth$28.2M38,31410.60%

Location

Primary office

Greensboro, NC

Guilford

Location

Greensboro, NC

Headquartered in Greensboro, NC, anchoring the Greensboro--Winston-Salem--High Point, NC metro in the South.

Metro area
Greensboro--Winston-Salem--High Point, NC
Region
South
County
Guilford
Address
300 N Greene St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth