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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- ZenithFrontier +more
- 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.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
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%
Vector summit
Wave momentum
- CRD
- #56604
- Ownership
- 21.2%
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
Ember peak
Matrix unison
- CRD
- #75289
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
Total SMA Asset: $6,298,759,513
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,212,735,294 | 44.3% |
| Equity - Exchange | $353,144,138 | 12.9% |
| Cash | $490,021,710 | 17.9% |
| Corporate - Investment Grade | $681,650,312 | 24.9% |
| Total | $2,737,551,454 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ELEMENT OPTIMA | FRONTIER FOCUS | BDEW6RPRH | LCGUM | 8.93% | $103,304,600 |
| RADIAL ELEMENT | RIDGE WAVE | VHVVCDVGD | SKZ | 6.13% | $43,078,497 |
| BRIDGE SIGNAL PEAK | UNISON NORTH | L6IGEYXBN | CPVTX | 5.89% | $104,780,715 |
| CREST GLACIER OPTIMA | CATALYST EAGLE | SJMQOUL81 | VUVEJ | 6.23% | $72,662,233 |
| SUMMIT SUMMIT | QUANTUM QUANTUM | 9GOKT3R0W | DLB | 1.76% | $86,761,433 |
| PEAK MATRIX | FOUNDATION INSIGHT | K3IZJUD48 | HWO | 11.19% | $42,095,568 |
| SIGNAL WAVE | VERTEX RADIAL | BG7UR9W4U | LQBMX | 8.22% | $42,759,625 |
| BEACON MATRIX | CATALYST RIDGE | M8X7YHTLV | MFNCE | 11.87% | $14,083,799 |