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- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-04-2015
- Office Locations
- 3
Office Locations
About Granite Harbor Advisors, Inc.
Granite Harbor Advisors is a Houston-based RIA serving business owners, corporate executives, and high-net-worth families with fiduciary wealth management. The firm pairs holistic financial planning and evidence-based portfolio construction with access to both public and private market investments, plus advanced life insurance and estate/tax strategies (including private placement life insurance and annuities). A collaborative, team-based approach is designed to maintain service continuity, and an affiliated entity manages the Mariner Capital Opportunity Fund.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
NICHOLAS MATTHEW BROWN
Managing Partner, Partner
- CRD
- #6024818
- Ownership
- 25% but less than 50%
BRIAN WAYLON SAK
Managing Partner, Partner
- CRD
- #4751110
- Ownership
- 25% but less than 50%
Showing 2 of 5 owners & executives
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BETHANIE ANNE BAKER
Advisor
- CRD
- #7613714
Erica Bourquin
Advisor
- CRD
- #7119443
Showing 2 of 15 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $635,838,352 | $598,155 |
| Non-Discretionary | $6,297,836 | $1,259,567 |
| Total | $642,136,188 | $601,251 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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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