Silver Grove Advisory Services

RIASEC RegisteredEst. 2017

Total AUM

$454M

Discretionary

$454M

100% of AUM

Avg account

$153K

Accounts

2,969

Employees

Advisory reps

Firm details

Headquarters: Orchard Park, New York
CRD number: 287512
Registered since: March 9, 2017
Website: www.silvergrovegroup.com
Custodians: CHARLES SCHWAB & CO., INC., BROADRIDGE BUSINESS PROCESS OUTSOURCING, LLC, LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals70.47%
HNWI29.06%
Corporations / Businesses0.48%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Silver Grove Advisory Services is an independent, SEC-registered RIA established in 2017 and owned by an individual principal. The firm positions itself as a capital allocator for both individual & family clients and institutional accounts, offering fee arrangements that include a percentage of assets under management, hourly billing, and flat fees. In addition to advisory work, the firm operates an insurance brokerage. Advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party managers and advisers. Silver Grove reports an affiliation with accounting professionals and does not describe itself as an active ESG investor. The firm’s structure and disclosures indicate it deploys external managers as part of its allocation process.