# 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.

- CRD: 106980
- Filed as: GRANT STREET ASSET MANAGEMENT INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Canonsburg, PA
- Filing period: October 2026
- Form ADV filing dated: September 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/106980
- AdvisorCensus page: https://advisorcensus.com/firm/grant-street-asset-management-inc-canonsburg-pa-106980

## Quick answers

**How 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).

**How much does Grant Street Asset Management Inc charge?**
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; Flat fee: $5,000 (creating client financial plans). 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

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

### Fees and minimums (Form ADV Part 2A brochure dated April 14, 2026)

- Up to $1,000,000: 1.5% a year
- Above $1,000,000: 1% a year

> 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)

> A minimum of $500,000 of assets under management is required for this service. This account size may be negotiable under certain circumstances.

- Flat fee: $5,000 (creating client financial plans)

> 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.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $768,881,121
- Discretionary: $741,271,979
- Non-discretionary: $27,609,142

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 257 | $81,753,184 |
| High net worth individuals | 168 | $588,250,591 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $15,676,480 |
| Charitable organizations | 16 | $82,642,726 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $558,140 |
| Other | 0 | $0 |

### 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

### Firm details
- Registered since: 1993 (33 years)
- Employees: 18 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR, AZ, CA, FL, IL, IN, LA, MD, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WV
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 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. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/106980

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Charlotte, NC

### Websites listed on Form ADV (Item 1.I)
- gsaminc.com
- Facebook @Grant-Street-Asset-Management-Inc-163715693657613
- LinkedIn @grant-street-asset-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $518,573,446 | 11 | March 28, 2021 |
| October 2022 | $595,672,242 | 12 | September 16, 2022 |
| October 2023 | $513,766,424 | 12 | March 27, 2023 |
| October 2024 | $578,666,263 | 13 | June 20, 2024 |
| October 2025 | $668,893,645 | 12 | June 13, 2025 |
| October 2026 | $768,881,121 | 18 | September 21, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Grant Street Asset Management Inc (CRD 106980): Form ADV filing data as of October 2026.