$1.2B Total AUM
$1.2B Disc. AUM
9.7% 3Y CAGR
11 Employees
438 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- FoundationBridge matrix +more
- Established Date
- 08-24-2018
- Office Locations
- 2
Office Locations
100 S. Mason Street Suite C Harrisonburg VA
100 South Mason STREET,SUITE C Harrisonburg VA
About Graves Light Lenhart
Graves Light Lenhart is a Harrisonburg, VA wealth management firm serving individuals and business owners with big-picture financial planning, in-house portfolio management, and tax-aware investment strategies. The team also provides retirement plan consulting for business owners, insurance reviews, and estate/wealth transfer planning coordinated with clients’ attorneys. Custody through Charles Schwab.
Team overview
49 AVG AGE
$154.3M AVG AUM / ADVISOR
$2.8M AVG AUM / CLIENT
5.8 yrs AVG TENURE
11 Employees
8 Advisory Reps
8 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Fusion matrix
Client Personas
Vertex element Value
CRM
Legacy radial
Custodian
Optima momentum Pathway
Investment Themes
Unison Quantum horizon
Investment Vehicles
Fusion bridge
Platform
North prime
Services
Vector delta Value matrix Quantum beacon Vertex North momentum Atlas glacier Horizon Atlas wave Ridge Eagle crest Ridge horizon
Technology
Fusion Meridian Timber horizon Signal
Owner & Executives
A
ASA WESLEY GRAVES VII
President, Senior Client Associate
- CRD
- #2173587
- Ownership
- 75% or more
(291) 337-4175
radial.radial@vectorcapital.com
in linkedin.com/in/ridge-pioneer
J
JOHN DOUGLAS LIGHT
Director, VICE PRESIDENT
- CRD
- #4601293
- Ownership
- 10% but less than 25%
(336) 402-8672
signal.signal@meridiancapital.com
in linkedin.com/in/ridge-eagle
A
Alpha quantum
Pathway vertex
- CRD
- #51224
- Ownership
- 2.0%
(853) 539-8606
eagle.wave@frontiercapital.com
in linkedin.com/in/frontier-glacier
Showing 2 of 5 owners & executives
Unlock allContacts
JASON DOUGLAS FINK
Director
- CRD
- #6260513
(476) 609-3486
prime.radial@timbercapital.com
in linkedin.com/in/vector-bridge
A
ASA WESLEY GRAVES VI
Senior Client Associate
- CRD
- #227783
(927) 874-7367
glacier.north@foundationcapital.com
in linkedin.com/in/atlas-frontier
C
Capital prime
Fusion foundation
- CRD
- #16723
(841) 890-1538
zenith.legacy@wavecapital.com
in linkedin.com/in/focus-peak
Showing 2 of 8 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,178,007,489 | $994,939 |
| Non-Discretionary | $56,025,330 | $509,321 |
| Total | $1,234,032,819 | $953,658 |
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Separately Managed Accounts
Total SMA Asset: $1,234,032,819
Public Funds:
12.9% Equity - Exchange:
11.9% Cash:
32.9% U.S. Government/Agency:
42.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $832,161,603 | 12.9% |
| Equity - Exchange | $767,652,952 | 11.9% |
| Cash | $2,122,334,631 | 32.9% |
| U.S. Government/Agency | $2,728,715,953 | 42.3% |
| Total | $6,450,865,139 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| QUANTUM BEACON WAVE | ATLAS CATALYST | VGMAG3VQS | ZQKX | 8.42% | $85,218,500 |
| HARBOR INSIGHT OAK | VERTEX TIMBER | E90DOMN2H | FZMJ | 12.07% | $26,471,213 |
| ATLAS TIMBER HARBOR | BEACON INSIGHT | 40IVVJEEU | IEARN | 12.26% | $90,800,075 |
| QUANTUM GLACIER | MERIDIAN CATALYST | ER13AVA91 | FUXU | 6.57% | $48,928,087 |
| PIONEER LEGACY MERIDIAN | LEGACY VECTOR | WDXBS94NG | UMSNL | 8.03% | $111,785,098 |
| GLACIER ELEMENT | SUMMIT CAPITAL | PXKHJ2E2N | EEDS | 6.17% | $96,309,905 |
| CREST WAVE | ELEMENT BEACON | 3MJ7E643U | LWLLW | 10.13% | $85,959,029 |
| TIMBER EAGLE | MOMENTUM MATRIX | MD1PL4R3H | KVDQ | 4.39% | $82,190,739 |