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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-04-2020
- Office Locations
- 1
Office Locations
About Grantvest Financial Group LLC
Grantvest Financial Group is an independent, fiduciary financial planning firm providing comprehensive planning and investment management, with a team-based process that builds custom strategies around client goals and life transitions. The firm advises on retirement planning and serves many business owners and entrepreneurs, with portfolios that lean heavily on ETFs and fixed income, and custody support through Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ANTHONY JOSEPH CAPUTO
Chief Compliance Officer
- CRD
- #5105611
- Ownership
- 50% but less than 75%
GREGORY GUENTHER
Managing Director | Financial Planner
- CRD
- #4886233
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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JOSEPH CAMMAYO
Financial Planner
- CRD
- #2815760
GEORGE CHARLES DRAWBAUGH
President
- CRD
- #1544300
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $230,000,000 | $173,716 |
| Non-Discretionary | $0 | -- |
| Total | $230,000,000 | $173,716 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Private Funds | 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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