AdvisorCensus / Financial advisors / Pennsylvania / Pittsburgh / Grant Street Asset Management Inc
Grant Street Asset Management Inc is an SEC-registered investment advisory firm in Canonsburg, PA, registered since 1993, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 21, 2026.
Quick answers
From the filingHow is Grant Street Asset Management Inc compensated?
On its Form ADV (Item 5.E, October 2026), Grant Street Asset Management Inc reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
What does Grant Street Asset Management Inc's brochure say about its fees?
Its Form ADV Part 2A brochure dated April 14, 2026 states: Up to $1,000,000: 1.5% a year; Above $1,000,000: 1% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Grant Street Asset Management Inc located?
Grant Street Asset Management Inc's principal office is in Canonsburg, PA, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Grant Street Asset Management Inc registered with the SEC or a state?
Grant Street Asset Management Inc is an SEC-registered investment advisory firm, registered since 1993. Status as filed: Approved. CRD 106980.
How much does Grant Street Asset Management Inc manage?
Grant Street Asset Management Inc reports $768,881,121 in regulatory assets under management in its Form ADV filing dated September 21, 2026 (96% discretionary).
How have Grant Street Asset Management Inc's assets and staff changed since 2021?
In the Form ADV data for Grant Street Asset Management Inc: Regulatory assets under management: $518,573,446 in the October 2021 data and $768,881,121 in the October 2026 data, up 48%. Total employees: 11 in October 2021 and 18 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Grant Street Asset Management Inc serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (257); high net worth individuals (168); charitable organizations (16).
Which custodians does Grant Street Asset Management Inc use?
Grant Street Asset Management Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Grant Street Asset Management Inc report any disciplinary disclosures?
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/106980
Does Grant Street Asset Management Inc state an account minimum?
Its Form ADV Part 2A brochure dated April 14, 2026 says: "A minimum of $500,000 of assets under management is required for this service. This account size may be negotiable under certain circumstances."
What changed in Grant Street Asset Management Inc's recent Form ADV filings?
In the October 2026 filing data: Employees performing advisory functions went from 6 to 8.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $1,000,000 | 1.5% |
| Above $1,000,000 | 1% |
The brochure's wording
The annualized fee for Portfolio Management Services will be charged as a percentage of assets under management, according to the following schedule: Assets Under Management Annual Fee First $1,000,000 under management 1.50% After $1,000,000 under management 1.00%
The fixed rate for creating client financial plans is $5,000. The fees are negotiable and the final fee will be provided in the Engagement Letter.
Account minimum: $500,000 (the brochure says it may be waived or negotiated)
The brochure's wording
A minimum of $500,000 of assets under management is required for this service. This account size may be negotiable under certain circumstances.
As stated in the firm's Form ADV Part 2A brochure dated April 14, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$768,881,121 as of October 2026, filing dated September 21, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
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
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1993 (33 years)
- Employees
- Total: 18. Performing investment advisory functions: 8.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the October 2026 filing
- States registered or notice-filed
-
19 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 111 Reports 1 disclosure item on Form ADV Item 11. View on IAPD.
Questions answered yes on this filing
Regulatory matters Items 11.C to 11.G
- 11.D(4) In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?
Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $768,881,121 | 18 | September 21, 2026 |
| October 2025 | $668,893,645 | 12 | June 13, 2025 |
| October 2024 | $578,666,263 | 13 | June 20, 2024 |
| October 2023 | $513,766,424 | 12 | March 27, 2023 |
| October 2022 | $595,672,242 | 12 | September 16, 2022 |
| October 2021 | $518,573,446 | 11 | March 28, 2021 |
Regulatory assets under management: $518,573,446 in the October 2021 data and $768,881,121 in the October 2026 data, up 48%.
Total employees: 11 in October 2021 and 18 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- October 2026
- Employees performing advisory functions went from 6 to 8.
- August 2026
- Employees performing advisory functions went from 7 to 6.
- Registered or notice-filed in AR.
- April 2026
- Regulatory assets under management went from $668,893,645 to $768,881,121 (+15%).
- December 2025
- Employees performing advisory functions went from 5 to 7.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Grant Street Asset Management Inc (CRD 106980): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/grant-street-asset-management-inc-canonsburg-pa-106980