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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-03-2022
- Office Locations
- 1
Office Locations
About G&h Investments
Gross & Hartman Investments is a Leola, PA–based investment advisory firm serving Lancaster County and clients nationwide. The team provides personalized investment management and financial planning, bringing institutional-style portfolio construction to individual relationships. Portfolios commonly incorporate fixed income (including municipal and U.S. government bonds) and ETFs, and the advisors include CFA charterholders. Custody is through Charles Schwab.
Reported data analysis
What the numbers show
Between March 12, 2025 and March 17, 2026, reported AUM increased 14.9%, from $501.4M to $576.0M.
Across 5 reported observations, AUM increased 62.1% between March 18, 2022 and March 17, 2026, from $355.3M to $576.0M.
Of the latest reported AUM, 92.1% is discretionary and 7.9% is non-discretionary.
The firm reports 3 advisory representatives and 136 clients, or 45.3 clients per representative. That equates to $4.2M in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on March 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
JEFFREY B HARTMAN MR.
Chief Compliance Officer, Managing Director, President
- CRD
- #6264503
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
DONALD RICHARD GROSS, JR. JR
--
- CRD
- #4580859
DANIEL JENNINGS
--
- CRD
- #6671591
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $530,596,031 | $1,294,137 |
| Non-Discretionary | $45,434,663 | $857,258 |
| Total | $576,030,694 | $1,244,127 |
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Separately Managed Accounts
SMA allocation detail is available
G&h Investments has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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G&h Investments's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.