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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between May 1, 2025 and March 31, 2026, reported AUM increased 35.3%, from $170.0M to $230.0M.
Across 3 reported observations, AUM increased 115.0% between April 19, 2024 and March 31, 2026, from $107.0M to $230.0M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 5 advisory representatives and 630 clients, or 126 clients per representative. That equates to $365.1K in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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
SMA allocation detail is available
Grantvest Financial Group LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Grantvest Financial Group LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.