# Granville Capital, Inc.

> Granville Capital, Inc. is an SEC-registered investment advisory firm in Greensboro, NC, registered since 2003, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 126679
- Filed as: GRANVILLE CAPITAL, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Greensboro, NC
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/126679
- AdvisorCensus page: https://advisorcensus.com/firm/granville-capital-inc-greensboro-nc-126679

## Quick answers

**How is Granville Capital, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Granville Capital, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees.

**Where is Granville Capital, Inc. located?**
Granville Capital, Inc.'s principal office is in Greensboro, NC, according to its Form ADV.

**Is Granville Capital, Inc. registered with the SEC or a state?**
Granville Capital, Inc. is an SEC-registered investment advisory firm, registered since 2003. Status as filed: Approved. CRD 126679.

**How much does Granville Capital, Inc. manage?**
Granville Capital, Inc. reports $1,373,940,477 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (76% discretionary).

**How have Granville Capital, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Granville Capital, Inc.: Regulatory assets under management: $641,674,489 in the October 2021 data and $1,373,940,477 in the October 2026 data, up 114%. Total employees: 8 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Granville Capital, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (25); pooled investment vehicles (other than investment companies and business development companies) (7); corporations or other businesses not listed above (7).

**Which custodians does Granville Capital, Inc. use?**
Granville Capital, 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 Granville Capital, Inc. 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/126679

**What changed in Granville Capital, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 6 to 7. Regulatory assets under management went from $1,135,373,086 to $1,373,940,477 (+21%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### 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: $1,373,940,477
- Discretionary: $1,045,014,469
- Non-discretionary: $328,926,008

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 25 | $602,716,835 |
| Pooled investment vehicles (other than investment companies and business development companies) | 7 | $705,696,036 |
| Charitable organizations | Fewer than 5 | $39,571,457 |
| Corporations or other businesses not listed above | 7 | $25,956,149 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2003 (23 years)
- Employees: 9 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- granvillecapitalinc.com
- LinkedIn @granville-capital-inc.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $641,674,489 | 8 | March 26, 2021 |
| October 2022 | $735,413,653 | 9 | March 25, 2022 |
| October 2023 | $911,329,944 | 11 | March 24, 2023 |
| October 2024 | $1,052,630,809 | 10 | August 1, 2024 |
| October 2025 | $1,135,373,086 | 8 | March 27, 2025 |
| October 2026 | $1,373,940,477 | 9 | March 27, 2026 |

Regulatory assets under management: $641,674,489 in the October 2021 data and $1,373,940,477 in the October 2026 data, up 114%.
Total employees: 8 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 6 to 7.
- Regulatory assets under management went from $1,135,373,086 to $1,373,940,477 (+21%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Granville Capital, Inc. (CRD 126679): Form ADV filing data as of October 2026.
