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, SEC-registered registered investment adviser (since 2017) that serves both individual/family and institutional clients. The firm operates as a capital allocator and offers a mix of advisory services that include financial planning, discretionary portfolio management for individuals and pooled vehicles, pension consulting, and the selection of other advisers. Compensation arrangements are flexible: percentage-of-assets, hourly and fixed fees, and performance-based fees are all used. Granite Harbor does not identify as an active ESG investor. The firm has industry roles beyond advisory delivery: it has affiliations as an investment adviser and participates as a sponsor/GP/managing member of pooled investment vehicles, and it maintains relationships with insurance company entities.