GRANT FINANCIAL GROUP

GRANT FINANCIAL GROUP of ELBERTA, AL is an SEC-registered investment adviser (CRD 121612). Regulatory assets under management: $17.2M.

Registration

• CRD: 121612
• Type: Registered investment adviser
• Location: 24045 MIFLIN RD, ELBERTA, AL, 36530
• Phone: 251-943-6355
• Latest filing: 2026-03-25
• Regulatory AUM: $17.2M
• Discretionary AUM: $17.0M
• Non-discretionary AUM: $244K
• Clients: 1
• Accounts: 135

Business model

Compensation: % of AUM.

Clients served: High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 121612 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search