Grandview Asset Management LLC
Firm details
- Headquarters
- Harrisburg, Pennsylvania
- CRD number
- 172357
- Registered since
- July 11, 2016
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals59.76%
- HNWI40.17%
- Corporations / Businesses0.07%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Grandview Asset Management LLC is an independent, individual‑owned registered investment adviser that has been SEC‑registered since 2016. The firm serves primarily individual and family clients and operates as a capital allocator, charging both percentage‑of‑AUM fees and fixed fees. In addition to advisory work, Grandview’s business activities include serving as a registered representative of a broker‑dealer and acting as an insurance broker. Advisory services listed by the firm include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and delivery of educational seminars and workshops. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities65%
- Public Funds/Mutual Funds29%
- Cash & Cash Equivalents5%
- US Government Bonds1%
Owners & executives
1 of 1
Adam Koser
Chief Investment OfficerCRD 5412979
Contacts
3 of 3
Gary Kephart
Investment AdvisorCRD 268215
Bruce Smith
Investment AdvisorCRD 1515396
Thomas Parker
Associate AdvisorCRD 6975340
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 62Active vs passive
$120M in ETFs
88%
$105M
1%
$14.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $25.4M | 34,304 | 21.21% |
Location
Harrisburg, PA
Dauphin
Location
Harrisburg, PA
Headquartered in Harrisburg, PA, anchoring the Harrisburg-York-Lebanon, PA metro in the Northeast.
- Metro area
- Harrisburg-York-Lebanon, PA
- Region
- Northeast
- County
- Dauphin
- Address
- 4200 Crums Mill Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Enhancing Capital LLC
RIAHarrisburg, PA
Fischer Financial Services Inc
RIAHarrisburg, PA
Taylor Securities Services, Inc.
RIAHarrisburg, PA
Econ Wealth Management
RIAHarrisburg, PA
Sevenbridge Financial Group, LLC
RIAHarrisburg, PA
DVB Private Wealth
RIAHarrisburg, PA