$2.7M Total AUM
$2.7M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-18-2013
- Office Locations
- 1
Office Locations
-- Lexington KY
About Griggs Capital LLC
Griggs Capital is a boutique advisory practice centered on Nelson Nash’s Infinite Banking Concept, helping clients implement and manage participating whole life insurance as a personal “banking” strategy. The firm pairs advisory support with education—including a free course-style lecture series, the Banking with Life podcast, and a December 2024 book—to guide policy design, loans, and ongoing policy management. Custody reported via Charles Schwab.
Team overview
-- AVG AGE
$2.7M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
13 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
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Owner & Executives
D
DANIEL JOHN GRIGGS
Owner
- CRD
- #6225812
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,703,515 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,703,515 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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