AdvisorCensus / Financial advisors / Arizona / Tucson / GR Financial Group, LLC
GR Financial Group, LLC is an SEC-registered investment advisory firm in Tucson, AZ, registered since 2014, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 10, 2026.
Quick answers
From the filingHow is GR Financial Group, LLC compensated?
On its Form ADV (Item 5.E, October 2026), GR Financial Group, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees; other.
Where is GR Financial Group, LLC located?
GR Financial Group, LLC's principal office is in Tucson, AZ, according to its Form ADV.
Is GR Financial Group, LLC registered with the SEC or a state?
GR Financial Group, LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 172370.
How much does GR Financial Group, LLC manage?
GR Financial Group, LLC reports $1,052,794,192 in regulatory assets under management in its Form ADV filing dated August 10, 2026 (100% discretionary).
How have GR Financial Group, LLC's assets and staff changed since 2021?
In the Form ADV data for GR Financial Group, LLC: Regulatory assets under management: $733,704,123 in the October 2021 data and $1,052,794,192 in the October 2026 data, up 43%. Total employees: 10 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does GR Financial Group, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,258); high net worth individuals (290); corporations or other businesses not listed above (5).
Which custodians does GR Financial Group, LLC use?
GR Financial Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.
Does GR Financial Group, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/172370
Does GR Financial Group, LLC state an account minimum?
Its Form ADV Part 2A brochure dated March 12, 2026 says: "GR Financial Group generally requires a minimum initial investment of $250,000 to open an account but does reserve the right to accept or decline a potential client for any reason in its sole discretion."
What changed in GR Financial Group, LLC's recent Form ADV filings?
In the September 2026 filing data: Registered or notice-filed in FL, MI, SC, VA.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $250,000 (the brochure says it may be waived or negotiated)
The brochure's wording
GR Financial Group generally requires a minimum initial investment of $250,000 to open an account but does reserve the right to accept or decline a potential client for any reason in its sole discretion.
As stated in the firm's Form ADV Part 2A brochure dated March 12, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$1,052,794,192 as of October 2026, filing dated August 10, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2014 (11 years)
- Employees
- Total: 10. Performing investment advisory functions: 6.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
19 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $1,052,794,192 | 10 | August 10, 2026 |
| October 2025 | $981,478,466 | 10 | March 18, 2025 |
| October 2024 | $814,799,726 | 9 | March 29, 2024 |
| October 2023 | $739,834,966 | 9 | September 18, 2023 |
| October 2022 | $854,122,214 | 10 | June 3, 2022 |
| October 2021 | $733,704,123 | 10 | February 12, 2021 |
Regulatory assets under management: $733,704,123 in the October 2021 data and $1,052,794,192 in the October 2026 data, up 43%.
Total employees: 10 in October 2021 and 10 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- September 2026
- Registered or notice-filed in FL, MI, SC, VA.
- May 2026
- Updated its list of owners and control persons (Schedule A).
- November 2025
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. GR Financial Group, LLC (CRD 172370): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/gr-financial-group-llc-tucson-az-172370