# Granite Islands Private Wealth, LLC

> Granite Islands Private Wealth, LLC is an SEC-registered investment advisory firm in Guilford, CT, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 26, 2026.

- CRD: 336263
- Filed as: GRANITE ISLANDS PRIVATE WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Guilford, CT
- Filing period: October 2026
- Form ADV filing dated: August 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/336263
- AdvisorCensus page: https://advisorcensus.com/firm/granite-islands-private-wealth-llc-guilford-ct-336263

## Quick answers

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

**How much does Granite Islands Private Wealth, LLC charge?**
Its Form ADV Part 2A brochure dated June 16, 2026 states: Asset-based fee: up to 1.75% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Granite Islands Private Wealth, LLC located?**
Granite Islands Private Wealth, LLC's principal office is in Guilford, CT, according to its Form ADV.

**Is Granite Islands Private Wealth, LLC registered with the SEC or a state?**
Granite Islands Private Wealth, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 336263.

**How much does Granite Islands Private Wealth, LLC manage?**
Granite Islands Private Wealth, LLC reports $229,860,232 in regulatory assets under management in its Form ADV filing dated August 26, 2026 (100% discretionary).

**What types of clients does Granite Islands Private Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (379); individuals (other than high net worth individuals) (98); pension and profit sharing plans (but not the plan participants or government pension plans) (9).

**Which custodians does Granite Islands Private Wealth, LLC use?**
Granite Islands Private Wealth, 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 Granite Islands Private Wealth, 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/336263

**Does Granite Islands Private Wealth, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated June 16, 2026 says: "Granite Islands does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship."

**What changed in Granite Islands Private Wealth, LLC's recent Form ADV filings?**
In the August 2026 filing data: Registered or notice-filed in NH.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated June 16, 2026)

- Asset-based fee: up to 1.75% of assets a year (the maximum the brochure states)

> Our annual fee ranges up to 1.75% annually and is assessed and/or charged quarterly in arrears based on the value at the end of the billing period.

- Account minimum: None

> Granite Islands does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship.

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

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services 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: $229,860,232
- Discretionary: $229,860,232
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 98 | $13,069,295 |
| High net worth individuals | 379 | $202,951,248 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 9 | $13,599,657 |
| Corporations or other businesses not listed above | 5 | $240,032 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, NH, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- graniteislands.com
- LinkedIn @GRANITE-ISLANDS-PRIVATE-WEALTH

## Changes in the filing (last 12 months)

### August 2026
- Registered or notice-filed in NH.

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

### February 2026
- Registered or notice-filed in NY.

### January 2026
- Regulatory assets under management went from $0 to $228,092,444.
- Employees performing advisory functions went from 3 to 4.

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Granite Islands Private Wealth, LLC (CRD 336263): Form ADV filing data as of October 2026.