Griffin Black, LLC

RIASEC RegisteredEst. 2019

Total AUM

$356M

Discretionary

$356M

100% of AUM

Avg account

$509K

Accounts

698

Employees

Advisory reps

Firm details

Headquarters: Redwood City, California
CRD number: 134684
Registered since: December 10, 2019
Website: griffinblack.com
Custodians: ALTRUIST FINANCIAL LLC, PERSHING LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI87.95%
Individuals9.97%
Charitable Organizations1.09%
Pension & Profit Sharing Plans0.97%
Other0.02%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Griffin Black, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2019. The firm focuses on serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee arrangements include asset-based charges, hourly fees, and fixed-fee engagements. The firm identifies as an active ESG investor, suggesting environmental, social, and governance factors play a role in its selection and monitoring of public investment vehicles. Ownership is listed as a combination of a domestic entity and an individual; Griffin Black is not structured as a capital allocator. The firm’s advisory scope appears concentrated on private clients rather than institutional or multi-state pension work.