# Grand Arbor Advisors

> Grand Arbor Advisors is a state-registered investment advisory firm in N Richland Hills, TX, registered since 2009, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 29, 2024.

- CRD: 149176
- Filed as: GRAND ARBOR ADVISORS
- Legal name: Barnett, David Wayne
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: N Richland Hills, TX
- Filing period: October 2026
- Form ADV filing dated: January 29, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/149176
- AdvisorCensus page: https://advisorcensus.com/firm/grand-arbor-advisors-n-richland-hills-tx-149176

## Quick answers

**How is Grand Arbor Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Grand Arbor Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Grand Arbor Advisors located?**
Grand Arbor Advisors' principal office is in N Richland Hills, TX, according to its Form ADV.

**Is Grand Arbor Advisors registered with the SEC or a state?**
Grand Arbor Advisors is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 149176.

**How much does Grand Arbor Advisors manage?**
Grand Arbor Advisors reports $12,457,402 in regulatory assets under management in its Form ADV filing dated January 29, 2024 (100% discretionary).

**What types of clients does Grand Arbor Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (35); high net worth individuals (3); charitable organizations (2).

**Does Grand Arbor Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/149176

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $12,457,402
- Discretionary: $12,457,402
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 35 | $3,802,252 |
| High net worth individuals | 3 | $4,438,319 |
| Charitable organizations | 2 | $4,216,831 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2009 (17 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [davidwbarnett.com](https://davidwbarnett.com)
- Facebook @grandarboradvisors

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Grand Arbor Advisors (CRD 149176): Form ADV filing data as of October 2026.