$768.9M Total AUM
$741.3M Disc. AUM
14.4% 3Y CAGR
17 Employees
445 ADV. Clients
33 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- Optima elementDelta oak +more
- Established Date
- 01-14-1993
- Office Locations
- 2
Office Locations
128 S. Tyron ST Suite 1581 Charlotte NC
380 Southpointe Blvd South Point Plaza II Suite 315 Canonsburg PA
About Grant Street Asset Management INC
Grant Street Asset Management is a fee-only, fiduciary investment management and wealth strategy firm serving multi-generational families, business owners, and women navigating life transitions. The team emphasizes long-term, purpose-driven portfolio construction and wealth transition planning built on a consistent, time-tested approach. Operates on Tamarac and custodies with Schwab and Fidelity.
Team overview
25 AVG AGE
$109.8M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
14.2 yrs AVG TENURE
17 Employees
7 Advisory Reps
7 RIA Reps
33yrs Firm Age
Insights
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Asset Classes
Delta Crest Crest Focus
Client Personas
Prime Ridge catalyst
Custodian
Vertex zenith Atlas unison Capital Bridge Element
Investment Themes
Foundation wave
Investment Vehicles
Zenith peak
Platform
Delta Frontier meridian
Services
North Optima vector Capital wave Glacier signal Zenith horizon Matrix Oak Pioneer momentum Momentum crest Radial Crest unison
Technology
Vital Radial foundation Vector
Owner & Executives
M
MICHAEL MARK EVANS
Chairman, Executive Chairman
- CRD
- #203032
- Ownership
- 25% but less than 50%
(570) 556-7531
meridian.insight@insightcapital.com
in linkedin.com/in/value-catalyst
P
PATRICK T EVANS
Senior Wealth Manager, Wealth Advisor
- CRD
- #5808055
- Ownership
- 25% but less than 50%
(723) 263-9620
timber.meridian@valuecapital.com
in linkedin.com/in/unison-momentum
F
Frontier horizon
Foundation radial unison
- CRD
- #58795
- Ownership
- 19.1%
(385) 496-3584
timber.crest@deltacapital.com
in linkedin.com/in/oak-matrix
Showing 2 of 6 owners & executives
Unlock allContacts
Landon William Buzzerd
Wealth Advisor
- CRD
- #7128027
(231) 720-2014
eagle.catalyst@vectorcapital.com
in linkedin.com/in/wave-beacon
S
SCOTT PHILIP DOLSON
Wealth Advisor
- CRD
- #5348342
(690) 712-3085
vector.delta@focuscapital.com
in linkedin.com/in/meridian-wave
Showing 2 of 8 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $741,271,979 | $607,102 |
| Non-Discretionary | $27,609,142 | $363,278 |
| Total | $768,881,121 | $592,815 |
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Separately Managed Accounts
Total SMA Asset: $768,881,121
Public Funds:
10.6% Equity - Exchange:
44.9% Cash:
44.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $242,162,958 | 10.6% |
| Equity - Exchange | $1,025,765,736 | 44.9% |
| Cash | $1,016,627,510 | 44.5% |
| Total | $2,284,556,204 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CAPITAL OAK | SUMMIT ELEMENT | 0O4QCUFPD | JSN | 2.60% | $104,824,711 |
| OAK SUMMIT ALPHA | EAGLE PATHWAY | UTNKB1MYX | ZGTRC | 11.56% | $67,245,738 |
| INSIGHT SUMMIT | CATALYST VITAL | YXKU1VHGO | IRKZB | 0.79% | $58,820,805 |
| DELTA RADIAL | ALPHA VECTOR | 49P1ZZR97 | QBH | 7.82% | $108,199,185 |
| PRIME MERIDIAN CATALYST | EAGLE OPTIMA | JCBFPM88Z | NOBUL | 5.80% | $49,701,452 |
| MOMENTUM SIGNAL | PRIME MATRIX | PN4HIHYI2 | WCYY | 9.74% | $69,892,211 |
| CATALYST PIONEER | HORIZON INSIGHT | F3S3H1TSY | IWFQK | 3.05% | $105,712,308 |
| NORTH LEGACY ELEMENT | QUANTUM VECTOR | ES6314CUF | CTK | 3.69% | $80,750,288 |