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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-08-2015
- Office Locations
- 1
Office Locations
About Grandview Asset Management LLC
Grandview Asset Management is an independent, fee-based fiduciary RIA serving individuals and business owners around Harrisburg, PA, with wealth management and retirement-focused financial planning. The team provides ongoing, commission-free advice with flexible meeting times (including evenings/weekends). Reported portfolios are predominantly ETF-based and custody includes Charles Schwab; the firm also runs client workshops and features local media appearances by President/CEO Bruce Smith.
Reported data analysis
What the numbers show
Between March 12, 2025 and June 29, 2026, reported AUM increased 21.1%, from $340.0M to $411.7M.
Across 5 reported observations, AUM increased 38.0% between September 29, 2022 and June 29, 2026, from $298.3M to $411.7M.
Of the latest reported AUM, 98.3% is discretionary and 1.7% is non-discretionary.
The firm reports 4 advisory representatives and 606 clients, or 151.5 clients per representative. That equates to $679.3K in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on June 29, 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
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Grandview Asset Management LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BRUCE ALAN SMITH MBA
Investment Advisor
- CRD
- #1515396
- Ownership
- 75% or more
Adam Douglas Koser
Chief Investment Officer, Owner
- CRD
- #5412979
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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GARY GALE KEPHART
Investment Advisor
- CRD
- #268215
Thomas E Parker
Associate
- CRD
- #6975340
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $404,564,409 | $297,474 |
| Non-Discretionary | $7,093,411 | $591,118 |
| Total | $411,657,820 | $300,042 |
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Separately Managed Accounts
SMA allocation detail is available
Grandview Asset Management LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Grandview Asset Management LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.