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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- EmberRadial prime
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Services
Technology
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%
Beacon focus
Horizon optima
- CRD
- #83948
- Ownership
- 40.1%
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Unlock allAssets Under Management
| 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
Total SMA Asset: $2,213,268,773
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $61,393,632 | 6.2% |
| Cash | $117,836,164 | 11.9% |
| Municipal Bonds | $223,789,690 | 22.6% |
| Public Funds | $269,339,804 | 27.2% |
| U.S. Government/Agency | $100,012,207 | 10.1% |
| Corporate - Investment Grade | $217,848,370 | 22.0% |
| Total | $990,219,867 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PEAK FOCUS | CREST VECTOR | F1MCQOB6H | FQR | 2.47% | $114,877,297 |
| RADIAL HORIZON WAVE | MOMENTUM FOCUS | D09SI04HL | HHWZ | 2.30% | $50,750,335 |
| ALPHA HORIZON TIMBER | BRIDGE TIMBER | F6K4GUDQ1 | RQCIR | 5.04% | $24,254,708 |
| INSIGHT ZENITH | PRIME MOMENTUM | OOSWKKPTB | RBMBO | 11.33% | $96,610,735 |
| QUANTUM HARBOR ELEMENT | ALPHA VALUE | ZLYDOOA6Y | LZDQ | 7.08% | $78,468,805 |
| VITAL QUANTUM | FOUNDATION CATALYST | MSQD2G7A8 | NJNZ | 5.46% | $51,161,277 |
| VITAL OAK QUANTUM | MOMENTUM INSIGHT | Q5XLHLBZZ | ITDL | 1.47% | $57,027,327 |
| MERIDIAN QUANTUM | ALPHA HORIZON | 2ZBS3W0WK | GSQ | 6.97% | $77,891,784 |