# Grandview Asset Management LLC

> Grandview Asset Management LLC is an SEC-registered investment advisory firm in Harrisburg, PA, registered since 2016, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 29, 2026.

- CRD: 172357
- Filed as: GRANDVIEW ASSET MANAGEMENT LLC
- Also doing business as: BRI INVESTING
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Harrisburg, PA
- Filing period: October 2026
- Form ADV filing dated: June 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/172357
- AdvisorCensus page: https://advisorcensus.com/firm/grandview-asset-management-llc-harrisburg-pa-172357

## Quick answers

**How is Grandview Asset Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Grandview Asset Management LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Grandview Asset Management LLC charge?**
Its Form ADV Part 2A brochure dated June 29, 2026 states: Asset-based fee: 1% to 1.5% a year (a range, as the brochure states it); Hourly rate: $150 to $350 an hour (financial planning services for clients needing advice with a limited scope); Flat fee: $2,500 to $50,000 (a complete financial plan). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Grandview Asset Management LLC located?**
Grandview Asset Management LLC's principal office is in Harrisburg, PA, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Grandview Asset Management LLC registered with the SEC or a state?**
Grandview Asset Management LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 172357.

**How much does Grandview Asset Management LLC manage?**
Grandview Asset Management LLC reports $411,657,820 in regulatory assets under management in its Form ADV filing dated June 29, 2026 (98% discretionary).

**How have Grandview Asset Management LLC's assets and staff changed since 2021?**
In the Form ADV data for Grandview Asset Management LLC: Regulatory assets under management: $218,255,386 in the October 2021 data and $411,657,820 in the October 2026 data, up 89%. Total employees: 6 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Grandview Asset Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (575); high net worth individuals (31).

**Which custodians does Grandview Asset Management LLC use?**
Grandview Asset Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Grandview Asset Management 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/172357

**Does Grandview Asset Management LLC state an account minimum?**
Its Form ADV Part 2A brochure dated June 29, 2026 says: "GrandView requires each client to place at least $20,000 with the firm. This minimum may be waived in the discretion of GrandView."

**What changed in Grandview Asset Management LLC's recent Form ADV filings?**
In the July 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated June 29, 2026)

- Asset-based fee: 1% to 1.5% a year (a range, as the brochure states it)

> Generally, fees for asset management range between 1.00% and 1.50% per annum of the market value of a client’s assets managed by GrandView.

- Account minimum: $20,000 (the brochure says it may be waived or negotiated)

> GrandView requires each client to place at least $20,000 with the firm. This minimum may be waived in the discretion of GrandView.

- Hourly rate: $150 to $350 an hour (financial planning services for clients needing advice with a limited scope)

> Hourly rates range from $150 – $350 for all investment professionals at GrandView.

- Flat fee: $2,500 to $50,000 (a complete financial plan)

> Fixed fees will typically range from $2,500 to $50,000, depending upon the nature and complexity of the assignment.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $411,657,820
- Discretionary: $404,564,409
- Non-discretionary: $7,093,411

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 575 | $245,993,880 |
| High net worth individuals | 31 | $165,347,342 |
| Charitable organizations | Fewer than 5 | $10,361 |
| Corporations or other businesses not listed above | Fewer than 5 | $306,237 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2016 (10 years)
- Employees: 9 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, MD, PA, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Mechanicsburg, PA

### Websites listed on Form ADV (Item 1.I)
- [grandview.com](https://grandview.com)
- [grandviewadvisor.com](https://grandviewadvisor.com)
- [grandviewassetmanagement.com](https://grandviewassetmanagement.com)
- [gvam.net](https://gvam.net)
- [inspiretoretire.com](https://inspiretoretire.com)
- [specialneedsadvisors.com](https://specialneedsadvisors.com)
- Facebook @GRANDVIEWASSETMANAGEMENT
- YouTube @GRANDVIEWASSETMANAGEMENT

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $218,255,386 | 6 | September 3, 2021 |
| October 2022 | $298,279,980 | 10 | September 29, 2022 |
| October 2023 | $219,435,624 | 8 | March 15, 2023 |
| October 2024 | $263,642,772 | 8 | March 13, 2024 |
| October 2025 | $339,960,044 | 10 | March 12, 2025 |
| October 2026 | $411,657,820 | 9 | June 29, 2026 |

Regulatory assets under management: $218,255,386 in the October 2021 data and $411,657,820 in the October 2026 data, up 89%.
Total employees: 6 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $339,960,044 to $411,657,820 (+21%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Grandview Asset Management LLC (CRD 172357): Form ADV filing data as of October 2026.