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Grantham Poole Advisors, LLC

Grantham Poole Advisors, LLC. CRD 116956

Grantham Poole Advisors, LLC logo

CRD: 116956

Grantham Poole Advisors, LLC

Ridgeland, MS, 39157
6014992400
www.granthampoole.com
$89.6M Total AUM
$61.8M Disc. AUM
-- 3Y CAGR
2 Employees
61 ADV. Clients
25 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · LPL Financial · Vanguard
Clients
Retail
Platforms
Horizon
Established Date
01-01-2001
Office Locations
1

Office Locations

1062 Highland Colony Parkway Suite 201 Ridgeland MS

About Grantham Poole Advisors, LLC

GranthamPoole Advisors is a Mississippi-based advisory and accounting firm serving businesses and high-net-worth individuals. The team provides tax, audit, and consulting support alongside financial and investment planning, with portfolios commonly using public funds and ETFs. Industry specialists focus on healthcare, manufacturing/retail, nonprofits, professional services, and real estate & construction, with offices in Ridgeland, Oxford, and Hattiesburg.

Team overview

51 AVG AGE
$44.8M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
13.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
25yrs Firm Age

Insights

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Asset Classes

Momentum frontier Atlas Foundation north

Client Personas

Matrix summit Timber

Custodian

Frontier foundation Delta Ridge Frontier Wave Prime delta Pioneer

Investment Themes

Optima prime Vital crest Prime

Investment Vehicles

Quantum

Services

Catalyst catalyst Insight ridge Element Oak Oak zenith Ember peak Crest Matrix vital Summit Quantum Glacier

Technology

Wave ember

Owner & Executives

M

MICHAEL PERRY DENNY

Chief Compliance Officer

CRD
#2518305
Ownership
Less than 5%
(204) 640-8677
crest.vector@signalcapital.com
in linkedin.com/in/quantum-zenith

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Contacts

M

Michael Curtis Langdon

--

CRD
#7607755
(927) 905-7044
wave.meridian@fusioncapital.com
in linkedin.com/in/vital-prime

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $61,822,312 --
Non-Discretionary $27,753,729 --
Total $89,576,041 --

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Separately Managed Accounts

Total SMA Asset: $89,576,041

$89.6M Total SMA
Public Funds:
16.0%
Equity - Exchange:
26.1%
U.S. Government/Agency:
16.4%
Corporate - Investment Grade:
24.1%
Cash:
17.4%
Asset class Assets Assets %
Public Funds $1,046,605,794 16.0%
Equity - Exchange $1,707,275,701 26.1%
U.S. Government/Agency $1,072,770,939 16.4%
Corporate - Investment Grade $1,576,449,977 24.1%
Cash $1,138,183,800 17.4%
Total $6,541,286,211 100.0%

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