CRD: 127357
Granite Group Advisors, LLC
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Request a Free TrialFirm Details
- Custodian
- MID Atlantic · RBC · Royal Bank
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-01-2003
- Office Locations
- 1
Office Locations
About Granite Group Advisors, LLC
Granite Group Advisors is an independent wealth management firm that builds portfolios with client control and transparency, using an open-architecture approach to allocate across public and private investment managers. The team focuses on protecting capital and pursuing long-term returns through asset allocation and manager selection, including ETFs and alternative strategies where appropriate. The firm also operates a retirement division, GGA Retirement, providing full 401(k) plan management for employers.
Reported data analysis
What the numbers show
Between March 31, 2025 and March 26, 2026, reported AUM increased 16.6%, from $711.3M to $829.6M.
Across 5 reported observations, AUM increased 18.6% between April 1, 2022 and March 26, 2026, from $699.2M to $829.6M.
Of the latest reported AUM, 51.2% is discretionary and 48.8% is non-discretionary.
The firm reports 2 advisory representatives and 170 clients, or 85 clients per representative. That equates to $4.9M in reported AUM per client.
The profile lists 1 reported office location and 23 years in operation. The source data was last updated on March 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
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Owner & Executives
LYLE BLYSTONE HIMEBAUGH III
Financial Advisor, General Partner, Managing Member
- CRD
- #1587715
- Ownership
- 50% but less than 75%
RICHARD CRAIG ZIPKIS
Advisor, Chief Compliance Officer, PARTNER
- CRD
- --
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Eamon Hugh Moran
Senior VP of Institutional & Wealth Advisory
- CRD
- #4127342
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $424,854,019 | $537,790 |
| Non-Discretionary | $404,762,555 | $10,378,527 |
| Total | $829,616,574 | $1,000,744 |
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Separately Managed Accounts
SMA allocation detail is available
Granite Group Advisors, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Granite Group Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.