{
  "crd_number": 126461,
  "slug": "graney-and-king-llc-latham-ny-126461",
  "primary_business_name": "GRANEY& KING, LLC",
  "legal_name": "GRANEY & KING, LLC",
  "dbas": [],
  "city": "Latham",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "10580",
  "metro": {
    "cbsa_code": "10580",
    "common_name": "Albany",
    "msa_name": "Albany-Schenectady-Troy, NY",
    "path": "/advisors/ny/albany"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-01-07",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-03-17",
  "carried_forward": false,
  "raum_total": 484401045.0,
  "raum_discretionary": 484401045.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 1737370.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 122713632.0,
      "count": 478
    },
    "pension_profit_sharing": {
      "raum": 1176144.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 358773899.0,
      "count": 313
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "CT",
    "FL",
    "MA",
    "NC",
    "NH",
    "NJ",
    "NY",
    "PA",
    "SC",
    "TX",
    "VA"
  ],
  "websites": [
    "https://graneyking.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/126461",
  "city_as_filed": "LATHAM",
  "url": "https://advisorcensus.com/firm/graney-and-king-llc-latham-ny-126461",
  "display_name": "Graney& King, LLC",
  "summary": "Graney& King, LLC is an SEC-registered investment advisory firm in Latham, NY, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.",
  "citation": "AdvisorCensus. Graney& King, LLC (CRD 126461): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Graney& King, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Graney& King, LLC 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."
    },
    {
      "q": "Where is Graney& King, LLC located?",
      "a": "Graney& King, LLC's principal office is in Latham, NY, according to its Form ADV."
    },
    {
      "q": "Is Graney& King, LLC registered with the SEC or a state?",
      "a": "Graney& King, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 126461."
    },
    {
      "q": "How much does Graney& King, LLC manage?",
      "a": "Graney& King, LLC reports $484,401,045 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (100% discretionary)."
    },
    {
      "q": "How have Graney& King, LLC's assets and staff changed since 2022?",
      "a": "In the Form ADV data for Graney& King, LLC: Regulatory assets under management: $361,087,277 in the October 2022 data and $484,401,045 in the October 2026 data, up 34%. Total employees: 4 in October 2022 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Graney& King, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (478); high net worth individuals (313)."
    },
    {
      "q": "Which custodians does Graney& King, LLC use?",
      "a": "Graney& King, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Graney& King, LLC report any disciplinary disclosures?",
      "a": "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/126461"
    },
    {
      "q": "What changed in Graney& King, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $418,087,568 to $484,401,045 (+16%). Employees performing advisory functions went from 3 to 4. Registered or notice-filed in CO, PA, VA."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 361087277.0,
      "total_employees": 4,
      "filing_date": "2022-03-24"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 300828168.0,
      "total_employees": 4,
      "filing_date": "2023-03-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 365728785.0,
      "total_employees": 4,
      "filing_date": "2024-05-08"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 418087568.0,
      "total_employees": 4,
      "filing_date": "2025-03-19"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 484401045.0,
      "total_employees": 4,
      "filing_date": "2026-03-17"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $418,087,568 to $484,401,045 (+16%).",
        "Employees performing advisory functions went from 3 to 4.",
        "Registered or notice-filed in CO, PA, VA."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "LPL Financial LLC",
      "name_as_filed": "LPL FINANCIAL LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/graney-and-king-llc-latham-ny-126461.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 478,
      "fewer_than_5": false,
      "raum": 122713632.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 313,
      "fewer_than_5": false,
      "raum": 358773899.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 1176144.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 1737370.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/126461",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}