GRAVES LIGHT LENHART

Overview

Graves Light Lenhart is an independent, fee-based registered investment adviser that serves both individual/family and institutional clients. The firm’s activities center on financial planning and discretionary portfolio management across individual, small business and institutional relationships, and it also lists pension consulting and the publication of periodicals among its activities. The adviser appears to favor publicly traded pooled vehicles—public funds and ETFs—as the core of its allocations, using those instruments to build diversified portfolios while maintaining sizable discretionary authority over client assets. Investment posture implied by the firm’s public filings emphasizes broad-market exposure with a notable allocation to fixed-income ETFs. The use of mutual funds and ETFs as the dominant asset types suggests a focus on liquidity, cost efficiency and ease of tactical implementation. Services are delivered under a percentage-of-AUM fee model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices