CRD: 172357
Grandview Asset Management LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BRUCE ALAN SMITH MBA
Chief Compliance Officer, Investment Advisor, Owner
- 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
Chief Compliance Officer, 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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