CRD: 121612
Grant Financial Group
Elberta, AL, 36530
2519436355
$17.2M Total AUM
$17.0M Disc. AUM
-- 3Y CAGR
1 Employees
101 ADV. Clients
27 yrs Firm Age
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- Custodian
- Fidelity/NFS · Principal · Prudential
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-02-1999
- Office Locations
- 1
Office Locations
24045 Miflin RD Elberta AL
About Grant Financial Group
Grant Financial Group is a Elberta-based RIA. The firm has been operating for 27 years. Managing $17.2M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS and Principal. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$17.2M AVG AUM / ADVISOR
$170.3K AVG AUM / CLIENT
27.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
Insights
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Asset Classes
North Eagle momentum
Investment Themes
Ember
Investment Vehicles
Radial capital
Services
Eagle Harbor Radial capital Frontier Summit
Owner & Executives
JOHN SHELBURN GRANT
Owner, President
- CRD
- #1483345
- Ownership
- 75% or more
(721) 526-1319
frontier.crest@unisoncapital.com
in linkedin.com/in/frontier-capital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,952,446 | -- |
| Non-Discretionary | $243,554 | -- |
| Total | $17,196,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $17,196,000
Cash:
55.7% Equity - Exchange:
18.4% Public Funds:
25.9% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $2,347,586,527 | 55.7% |
| Equity - Exchange | $775,504,346 | 18.4% |
| Public Funds | $1,091,606,662 | 25.9% |
| Total | $4,214,697,535 | 100.0% |