Granite Harbor Advisors, Inc.

RIASEC Registered

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, individual‑owned registered investment adviser (SEC‑registered in 2017) that acts as a capital allocator for both high‑net‑worth individuals/families and institutional clients. The firm provides a mix of financial planning and discretionary portfolio management across individual accounts, pooled investment vehicles and institutional/business relationships, and it also offers pension consulting and selection-of-other-advisers services. Its fee arrangements are flexible and include percentage‑of‑AUM billing, hourly and fixed fees, and performance‑based compensation.