GRAND CAPITAL ADVISORS, LLC

GRAND CAPITAL ADVISORS, LLC of GRAND BLANC, MI is an SEC-registered investment adviser (CRD 300740). Regulatory assets under management: $104.9M.

Registration

• CRD: 300740
• Type: Registered investment adviser
• Location: 5225 E COOK RD, GRAND BLANC, MI, 48439
• Phone: 810-354-9008
• Latest filing: 2025-01-29
• Regulatory AUM: $104.9M
• Discretionary AUM: $104.9M
• Clients: 3
• Accounts: 252

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 300740 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search