Graves Light Lenhart
Firm details
- Headquarters
- Harrisonburg, Virginia
- CRD number
- 298283
- Registered since
- August 24, 2018
- Website
- gllwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI79.25%
- Charitable Organizations9.64%
- Individuals4.33%
- Pension & Profit Sharing Plans4.02%
- Corporations / Businesses2.75%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of Periodicals
Firm profile
FINTRXOverview
Graves Light Lenhart is an independent registered investment adviser formed in 2018 and owned by an individual. The firm serves both individual and family clients as well as institutional accounts, charging fees as a percentage of assets under management. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and the publication of periodicals or newsletters. The adviser does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds73%
- Exchange Traded Equities19%
- Cash & Cash Equivalents6%
- US Government Bonds2%
Owners & executives
2 of 2
Asa Graves
President, Chief Investment OfficerCRD 2173587
Jeffrey Lenhart
Director of Wealth Strategies, Chief Compliance OfficerCRD 6996375
Contacts
3 of 6
Ashley Heatwole
Director of Wealth ManagementCRD 5679332
Nicholas Perrine
Director of Wealth StrategiesCRD 7881537
Asa Graves
Director of Wealth ManagementCRD 227783
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 109Active vs passive
$934M in ETFs
77%
$718M
17%
$217M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE US AGGREGATE BOND ETF (AGG) | BlackRock | Passive | Intermediate Core Bond | $109M | 1,102,068 | 11.67% |
Location
Harrisonburg, VA
Harrisonburg City
Location
Harrisonburg, VA
Headquartered in Harrisonburg, VA, anchoring the Harrisonburg-Staunton, VA metro in the South.
- Metro area
- Harrisonburg-Staunton, VA
- Region
- South
- County
- Harrisonburg City
- Address
- 100 S Mason St
- Time zone
- ET (UTC-5)
- Office locations
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