Griggs Capital LLC
Firm details
- Headquarters
- ,
- CRD number
- 168137
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Performance Based Fees
- Client types
- Individuals56.05%
- HNWI43.95%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Griggs Capital LLC is a small, owner-operated investment adviser organized as a limited liability company that focuses on discretionary portfolio management for individuals and small businesses. The firm charges performance-based fees and runs portfolios with a clear tilt toward public equities. Its filings classify it as an unclassified adviser, it is not a multi-state or ESG-focused manager, and it does not identify as a capital allocator or pension consultant. Investment activity centers on liquid, exchange-traded instruments implemented within separately managed accounts.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities62%
- US Government Bonds38%
- Cash & Cash Equivalents1%
Contacts
1 of 1Daniel Griggs
OwnerCRD 6225812
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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