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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-01-2001
- Office Locations
- 2
Office Locations
About Grandfield & Dodd, LLC
Grandfield & Dodd, LLC is an independently owned SEC-registered investment adviser providing customized investment counsel to individuals, families, and trusts. The firm builds diversified portfolios focused on publicly traded stocks and bonds, with an objective to preserve and enhance clients’ real purchasing power over time. Decisions are supported by in-house economic, market, and company research backed by four owners with 100+ years of collective industry experience.
Reported data analysis
What the numbers show
Between September 15, 2025 and March 13, 2026, reported AUM increased 9.1%, from $2.0B to $2.2B.
Across 5 reported observations, AUM increased 13.7% between March 22, 2022 and March 13, 2026, from $1.9B to $2.2B.
Of the latest reported AUM, 99.6% is discretionary and 0.4% is non-discretionary.
The firm reports 9 advisory representatives and 782 clients, or 86.9 clients per representative. That equates to $2.8M in reported AUM per client.
The profile lists 2 reported office locations and 25 years in operation. The source data was last updated on March 13, 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
- Custodian
- Investment Themes
- Services
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Owner & Executives
TAE-GENE KIM CHO
Chief Compliance Officer
- CRD
- #2684762
- Ownership
- 25% but less than 50%
CHERYL LEE GRANDFIELD
Director
- CRD
- #2191534
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,205,409,167 | $1,268,935 |
| Non-Discretionary | $7,859,606 | $314,384 |
| Total | $2,213,268,773 | $1,255,399 |
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Separately Managed Accounts
SMA allocation detail is available
Grandfield & Dodd, LLC 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
Review the latest reported holdings
Grandfield & Dodd, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.