# Grant Koehler & Levin Ltd.

> Grant Koehler & Levin Ltd. is an SEC-registered investment advisory firm, registered since 2003, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 125531
- Filed as: GRANT KOEHLER & LEVIN LTD.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/125531
- AdvisorCensus page: https://advisorcensus.com/firm/grant-koehler-and-levin-ltd-125531

## Quick answers

**How is Grant Koehler & Levin Ltd. compensated?**
On its Form ADV (Item 5.E, October 2026), Grant Koehler & Levin Ltd. reports these compensation arrangements: a percentage of assets under its management; hourly charges; performance-based fees.

**Is Grant Koehler & Levin Ltd. registered with the SEC or a state?**
Grant Koehler & Levin Ltd. is an SEC-registered investment advisory firm, registered since 2003. Status as filed: Approved. CRD 125531.

**How much does Grant Koehler & Levin Ltd. manage?**
Grant Koehler & Levin Ltd. reports $289,350,790 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (97% discretionary).

**How have Grant Koehler & Levin Ltd.'s assets and staff changed since 2021?**
In the Form ADV data for Grant Koehler & Levin Ltd.: Regulatory assets under management: $219,613,628 in the October 2021 data and $289,350,790 in the October 2026 data, up 32%. Total employees: 4 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Grant Koehler & Levin Ltd. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (118); individuals (other than high net worth individuals) (73).

**Which custodians does Grant Koehler & Levin Ltd. use?**
Grant Koehler & Levin Ltd.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Grant Koehler & Levin Ltd. 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/125531

**Does Grant Koehler & Levin Ltd. state an account minimum?**
Its Form ADV Part 2A brochure dated March 18, 2026 says: "Accounts shall have $250,000 as the minimum. Further funding expectations or other special considerations may permit an exception to this rule."

**What changed in Grant Koehler & Levin Ltd.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 4 to 3. Regulatory assets under management went from $258,286,888 to $289,350,790 (+12%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 18, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> Accounts shall have $250,000 as the minimum. Further funding expectations or other special considerations may permit an exception to this rule.

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

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage 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: $289,350,790
- Discretionary: $280,382,497
- Non-discretionary: $8,968,293

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 73 | $21,870,140 |
| High net worth individuals | 118 | $256,005,535 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $9,350,127 |
| Charitable organizations | Fewer than 5 | $290,460 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,834,528 |

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

### Firm details
- Registered since: 2003 (23 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, IL, OR, TX, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $219,613,628 | 4 | February 24, 2021 |
| October 2022 | $242,883,655 | 4 | March 28, 2022 |
| October 2023 | $204,328,650 | 4 | March 24, 2023 |
| October 2024 | $237,085,763 | 4 | March 19, 2024 |
| October 2025 | $258,286,888 | 4 | March 26, 2025 |
| October 2026 | $289,350,790 | 3 | March 18, 2026 |

Regulatory assets under management: $219,613,628 in the October 2021 data and $289,350,790 in the October 2026 data, up 32%.
Total employees: 4 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 3.
- Regulatory assets under management went from $258,286,888 to $289,350,790 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Grant Koehler & Levin Ltd. (CRD 125531): Form ADV filing data as of October 2026.