# Graney& King, LLC

> 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.

- CRD: 126461
- Filed as: GRANEY& KING, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Latham, NY
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/126461
- AdvisorCensus page: https://advisorcensus.com/firm/graney-and-king-llc-latham-ny-126461

## Quick answers

**How is Graney& King, LLC compensated?**
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.

**Where is Graney& King, LLC located?**
Graney& King, LLC's principal office is in Latham, NY, according to its Form ADV.

**Is Graney& King, LLC registered with the SEC or a state?**
Graney& King, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 126461.

**How much does Graney& King, LLC manage?**
Graney& King, LLC reports $484,401,045 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (100% discretionary).

**How have Graney& King, LLC's assets and staff changed since 2022?**
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.

**What types of clients does Graney& King, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (478); high net worth individuals (313).

**Which custodians does Graney& King, LLC use?**
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.

**Does Graney& King, 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/126461

**What changed in Graney& King, LLC's recent Form ADV filings?**
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.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

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: $484,401,045
- Discretionary: $484,401,045
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 478 | $122,713,632 |
| High net worth individuals | 313 | $358,773,899 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,176,144 |
| Charitable organizations | Fewer than 5 | $1,737,370 |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, CT, FL, MA, NC, NH, NJ, NY, PA, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- graneyking.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $361,087,277 | 4 | March 24, 2022 |
| October 2023 | $300,828,168 | 4 | March 27, 2023 |
| October 2024 | $365,728,785 | 4 | May 8, 2024 |
| October 2025 | $418,087,568 | 4 | March 19, 2025 |
| October 2026 | $484,401,045 | 4 | March 17, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Graney& King, LLC (CRD 126461): Form ADV filing data as of October 2026.