Grantham Poole Advisors, LLC

RIASEC Registered

Total AUM

$89.6M

Discretionary

$61.8M

69% of AUM

Avg account

$1.2M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Ridgeland, Mississippi
CRD number: 116956
Custodians: CHARLES SCHWAB & CO., INC., STEPHENS, LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI97.95%
Individuals2.05%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Grantham Poole Advisors, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm operates as a capital allocator and provides a mix of financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Grantham Poole does not identify as an active ESG investor and appears to operate on a single-state basis. The firm reports an affiliation with accounting professionals as part of its industry relationships.