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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-18-2003
- Office Locations
- 3
Office Locations
About Grant Koehler & Levin Ltd.
Grant Koehler & Levin Ltd. is a Wisconsin-based RIA serving retail and institutional clients, including entrepreneurs, with asset management and planning support (tax, estate, insurance). The firm emphasizes valuation-driven stock selection and low-cost, high-service stewardship, building ETF-centric portfolios alongside cash and U.S. government bonds, and typically custodies at Schwab or Fidelity.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
CHRISTOPHER JOHN GRANT
Chief Compliance Officer, Partner, President, Secretary, TREASURER
- CRD
- #1428008
- Ownership
- 25% but less than 50%
THOMAS ARNOLD KOEHLER
Partner, VICE PRESIDENT
- CRD
- #4466901
- Ownership
- 25% but less than 50%
Pioneer capital
Vertex pioneer
- CRD
- #77861
- Ownership
- 32.4%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $280,382,497 | $1,659,068 |
| Non-Discretionary | $8,968,293 | $344,934 |
| Total | $289,350,790 | $1,483,850 |
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Separately Managed Accounts
Total SMA Asset: $289,350,790
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $786,848,365 | 37.9% |
| Cash | $1,006,916,773 | 48.5% |
| Derivatives | $282,351,919 | 13.6% |
| Total | $2,076,117,057 | 100.0% |