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- Custodian
- Charles Schwab & Company · Fidelity/NFS · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- MatrixGlacier horizon +more
- Established Date
- 12-05-2014
- Office Locations
- 1
Office Locations
About GR Financial Group, LLC
GR Financial Group, LLC is a Tucson-based RIA providing financial coaching and comprehensive planning, including retirement, college funding, insurance and estate conservation, alongside tactical portfolio management and risk management. The team emphasizes an ongoing fiduciary advisory relationship with client accountability, and custody relationships include Charles Schwab and Fidelity/NFS.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BENJAMIN SCOTT GENZMAN
Managing Member, VICE PRESIDENT
- CRD
- #5439515
- Ownership
- 25% but less than 50%
RYAN SCOTT GENZMAN
Managing Member, VICE PRESIDENT
- CRD
- #5561234
- Ownership
- 25% but less than 50%
Vital wave
Foundation momentum
- CRD
- #26505
- Ownership
- 25.2%
Showing 2 of 4 owners & executives
Unlock allContacts
SCOTT DOUGLAS GENZMAN
Senior Vice President
- CRD
- #2304409
Jamie Deann Gonzales
--
- CRD
- #6774931
Capital north
Value value alpha
- CRD
- #20993
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,052,794,192 | $412,537 |
| Non-Discretionary | $0 | -- |
| Total | $1,052,794,192 | $412,537 |
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Separately Managed Accounts
Total SMA Asset: $1,052,794,192
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $491,457,377 | 14.2% |
| Cash | $1,560,896,317 | 45.1% |
| Equity - Exchange | $1,408,613,750 | 40.7% |
| Total | $3,460,967,444 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PIONEER VALUE NORTH | SIGNAL GLACIER | EA2E7Z1V5 | JNOX | 1.13% | $32,890,506 |
| MERIDIAN CATALYST EMBER | OAK EAGLE | 0EZU5WU19 | BHKTH | 9.46% | $115,972,615 |
| FOCUS INSIGHT GLACIER | UNISON EMBER | GHUN8Z1CV | KGP | 8.50% | $12,156,868 |
| RADIAL PIONEER | OPTIMA VERTEX | 5X2R1A64K | HWYJ | 5.18% | $106,965,475 |
| VALUE VERTEX EMBER | SIGNAL ZENITH | 360HBSJWA | GLI | 8.92% | $114,415,360 |
| CATALYST FRONTIER | OPTIMA ZENITH | SPE2HIQTH | IEH | 9.26% | $71,343,743 |
| VITAL ELEMENT | ATLAS FRONTIER | R64L0Q9BY | GJLS | 11.53% | $98,231,380 |
| PEAK PATHWAY | FUSION ZENITH | BM9WEAR4B | PRCU | 9.65% | $73,630,230 |