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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-23-1997
- Office Locations
- 9
Office Locations
About Grimes & Company
Grimes & Company is a Westborough, MA–based wealth management firm providing financial planning and portfolio management for individuals and families, often serving business owners, entrepreneurs, and physicians. They build customized strategies that evolve through life and market transitions, using diversified allocations across ETFs, mutual funds, and fixed income, typically custodied at Schwab or Fidelity. The firm publishes regular market outlook research.
Reported data analysis
What the numbers show
Between November 3, 2025 and August 25, 2026, reported AUM increased 12.6%, from $5.6B to $6.3B.
Across 5 reported observations, AUM increased 42.4% between September 9, 2022 and August 25, 2026, from $4.4B to $6.3B.
Of the latest reported AUM, 97.2% is discretionary and 2.8% is non-discretionary.
The firm reports 36 advisory representatives and 3,764 clients, or 104.6 clients per representative. That equates to $1.7M in reported AUM per client.
The profile lists 9 reported office locations and 29 years in operation. The source data was last updated on August 25, 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
- CRM
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Grimes & Company record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Michael Joseph Davide
Chief Compliance Officer
- CRD
- #2890689
- Ownership
- Less than 5%
KEVIN TIMOTHY GRIMES
Advisor, Chief Executive Officer, Chief Investment Officer
- CRD
- #2967732
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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DAVID LUKE BARLOW
Financial Advisor
- CRD
- #4948712
JAMES JOSEPH BARRETT V
Financial Advisor
- CRD
- #6167360
Showing 2 of 40 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,122,963,410 | $628,447 |
| Non-Discretionary | $175,796,103 | $1,775,718 |
| Total | $6,298,759,513 | $639,988 |
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Separately Managed Accounts
SMA allocation detail is available
Grimes & Company has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Grimes & Company's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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