Granville Capital, Inc.

RIASEC Registered

Total AUM

$1.4B

Discretionary

$1B

76% of AUM

Avg account

$13M

Accounts

106

Employees

Advisory reps

Firm details

Headquarters: Greensboro, North Carolina
CRD number: 126679
Registered since: May 30, 2003
Website: www.granvillecapitalinc.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Pooled Investment Vehicles51.36%
HNWI43.87%
Charitable Organizations2.88%
Corporations / Businesses1.89%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Granville Capital, Inc. is an independent, owner-operated registered investment adviser that has been SEC-registered since 2003. The firm bills itself as a capital allocator serving both individual and family clients as well as institutional investors. Its advisory services include financial planning, portfolio management for individuals and small businesses, management of pooled investment vehicles, and the selection of other advisers. Granville also acts as sponsor, general partner, or managing member of pooled vehicles it advises. Fee arrangements are flexible: the firm charges percentage-of-assets fees, fixed fees, and can use performance-based fee structures. It identifies as an active ESG investor, suggesting ESG considerations are incorporated into at least some of its investment processes.