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Granite Group Advisors, LLC

Granite Group Advisors, LLC. CRD 127357

G

CRD: 127357

Granite Group Advisors, LLC

Stamford, CT, 06901
2032107814
$829.6M Total AUM
$424.9M Disc. AUM
11.7% 3Y CAGR
8 Employees
170 ADV. Clients
22 yrs Firm Age

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Firm Details

Custodian
MID Atlantic · RBC · Royal Bank
Clients
Retail and Institutional
Platforms
Oak pioneerGlacier alpha
Established Date
07-01-2003
Office Locations
1

Office Locations

1 Landmark Square Suite 426 Stamford CT

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.

Team overview

-- AVG AGE
$414.8M AVG AUM / ADVISOR
$4.9M AVG AUM / CLIENT
8.4 yrs AVG TENURE
8 Employees
2 Advisory Reps
1 RIA Reps
22yrs Firm Age

Insights

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Asset Classes

Meridian fusion Pathway focus Signal frontier Element Prime Focus value

Client Personas

Momentum eagle Signal focus

CRM

Vertex bridge

Custodian

Prime Matrix signal Prime catalyst Harbor Peak value Unison Fusion Zenith ridge

Investment Themes

Pioneer Unison capital Pioneer

Investment Vehicles

Peak delta Ridge north

Platform

Quantum momentum Eagle

Services

Crest wave Crest harbor North Matrix Unison eagle

Technology

Wave meridian Vertex

Owner & Executives

L

LYLE BLYSTONE HIMEBAUGH III

Financial Advisor, General Partner, Managing Member

CRD
#1587715
Ownership
50% but less than 75%
(768) 284-6144
signal.quantum@alphacapital.com
in linkedin.com/in/element-frontier
RICHARD CRAIG ZIPKIS

RICHARD CRAIG ZIPKIS

Advisor, Chief Compliance Officer, PARTNER

CRD
--
Ownership
50% but less than 75%
(234) 250-3585
ember.catalyst@peakcapital.com
in linkedin.com/in/matrix-pathway

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Contacts

E

Eamon Hugh Moran

--

CRD
#4127342
(819) 759-2140
bridge.meridian@embercapital.com
in linkedin.com/in/legacy-wave

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
04-01-2022
04-04-2023
03-19-2024
03-31-2025
03-26-2026
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

Total SMA Asset: $816,011,210

$816.0M Total SMA
Public Funds:
13.4%
Equity - Exchange:
9.4%
Private Funds:
16.4%
Cash:
20.3%
Corporate - Investment Grade:
9.2%
Municipal Bonds:
12.3%
U.S. Government/Agency:
19.0%
Asset class Assets Assets %
Public Funds $554,331,144 13.4%
Equity - Exchange $388,859,161 9.4%
Private Funds $678,435,132 16.4%
Cash $839,770,316 20.3%
Corporate - Investment Grade $380,585,562 9.2%
Municipal Bonds $508,826,349 12.3%
U.S. Government/Agency $785,991,921 19.0%
Total $4,136,799,585 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
PRIME VALUE INSIGHT GLACIER R5D3AT4K1 DXIM 5.59% $59,347,551
ELEMENT MATRIX MATRIX HARBOR FRONTIER V3WU1V6ZD DEMB 7.42% $14,266,298
HARBOR INSIGHT WAVE RIDGE 9WL47XMB8 LEJD 9.04% $78,670,478
SIGNAL OAK MATRIX UNISON WZSWXS5DA LYV 7.14% $14,334,139
RADIAL INSIGHT OPTIMA GLACIER ELEMENT A376JVIPG OHPJI 1.70% $20,905,484
EAGLE UNISON LEGACY LEGACY LEGACY E3BIG2R7D UIJHQ 3.73% $9,193,715
INSIGHT LEGACY FOCUS PATHWAY 0FAEDIO0A KIRJ 11.98% $66,938,601
MOMENTUM MOMENTUM BEACON LEGACY FRONTIER VAH46KXM1 NBQT 3.36% $15,011,625

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