# Grant Financial Group

> Grant Financial Group is a state-registered investment advisory firm in Elberta, AL, registered since 1999, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 121612
- Filed as: GRANT FINANCIAL GROUP
- Legal name: Grant, John Shelburn
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Elberta, AL
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/121612
- AdvisorCensus page: https://advisorcensus.com/firm/grant-financial-group-elberta-al-121612

## Quick answers

**How is Grant Financial Group compensated?**
On its Form ADV (Item 5.E, October 2026), Grant Financial Group reports these compensation arrangements: a percentage of assets under its management.

**Where is Grant Financial Group located?**
Grant Financial Group's principal office is in Elberta, AL, according to its Form ADV.

**Is Grant Financial Group registered with the SEC or a state?**
Grant Financial Group is a state-registered investment advisory firm, registered since 1999. Status as filed: APPROVED. CRD 121612.

**How much does Grant Financial Group manage?**
Grant Financial Group reports $17,196,000 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (99% discretionary).

**What types of clients does Grant Financial Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (83); high net worth individuals (18).

**Does Grant Financial Group 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/121612

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $17,196,000
- Discretionary: $16,952,446
- Non-discretionary: $243,554

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 83 | $10,530,592 |
| High net worth individuals | 18 | $6,665,408 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 1999 (27 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Grant Financial Group (CRD 121612): Form ADV filing data as of October 2026.