# GRUPP FINANCIAL LLC

GRUPP FINANCIAL LLC of JACKSON, WY is an SEC-registered investment adviser.

## Registration

- CRD: 168436
- Type: SEC-registered investment adviser
- SEC file number: 801-135382
- Location: 1705 HIGH SCHOOL ROAD, UNIT #140, JACKSON, WY, 83001
- Phone: 1.307.200.6579
- Latest filing: 2026-01-22
- Regulatory AUM: $100.1M
- Discretionary AUM: $100.1M
- Clients: 3
- Accounts: 37

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Matthew Peter Grupp | OWNER; PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | — |
| Joseph Daniel Grupp | PRIVATE WEALTH SERVICES MANAGER | — |
| Michael John Estrada | DIRECTOR OF PRIVATE CLIENT SERVICES | — |
| GRUPP MATTHEW PETER | OWNER; PRESIDENT/CHIEF EXECUTIVE OFFICER; PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER (+1 more) | — |
| ESTRADA MICHAEL JOHN | DIRECTOR OF PRIVATE CLIENT SERVICES; VP CLIENT SERVICES | — |
| PALMER-KAMPRATH JOHN Robert | DIRECTOR OF FAMILY WEALTH SERVICES | — |
| Grupp Christian Matthew | CHIEF OPERATIONS OFFICER | — |
| Guthrie Patrick Gordon | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/168436/brochure
- Similar advisers: https://search.stillhousedata.com/firm/168436/similar
- Related entities: https://search.stillhousedata.com/firm/168436/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/168436

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.