GRANITE HARBOR ADVISORS, INC.

RIASEC RegisteredEst. 2017

Total AUM

$642M

Discretionary

$636M

99% of AUM

Avg account

$601K

Accounts

1,068

Employees

Advisory reps

Firm details

Headquarters: HOUSTON, Texas
CRD number: 179523
Registered since: May 30, 2017
Website: graniteharbor.com
Custodians: CHARLES SCHWAB & CO., INC., SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI75.79%
Individuals15.54%
Pooled Investment Vehicles3.14%
Insurance Companies2.53%
Corporations / Businesses1.73%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Granite Harbor Advisors, Inc. is an independent registered investment adviser that has been SEC-registered since 2017 and is owned by an individual. The firm serves both individual and family clients as well as institutional clients and describes itself as a capital allocator. Its advisory services include financial planning, portfolio management across individuals, small businesses, pooled vehicles and institutions, pension consulting and selection of other advisers. Granite Harbor charges a mix of fee arrangements — percentage of AUM, hourly fees, fixed fees and performance-based fees — and it does not identify as an active ESG investor. Industry affiliations indicate the firm operates beyond pure advisory work: it has relationships as an investment adviser with insurance companies and acts as a sponsor, general partner or managing member of pooled investment vehicles.