# Grenda Group

> Grenda Group is an SEC-registered investment advisory firm in Buffalo, NY, registered since 2014, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated November 12, 2021.

- CRD: 170241
- Filed as: GRENDA GROUP
- Legal name: Grenda Group LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Buffalo, NY
- Filing period: October 2026
- Form ADV filing dated: November 12, 2021
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/170241
- AdvisorCensus page: https://advisorcensus.com/firm/grenda-group-buffalo-ny-170241

## Quick answers

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

**Where is Grenda Group located?**
Grenda Group's principal office is in Buffalo, NY, according to its Form ADV.

**Is Grenda Group registered with the SEC or a state?**
Grenda Group is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 170241.

**How much does Grenda Group manage?**
Grenda Group reports $34,660,653 in regulatory assets under management in its Form ADV filing dated November 12, 2021 (100% discretionary).

**How have Grenda Group's assets and staff changed since 2021?**
In the Form ADV data for Grenda Group: Regulatory assets under management: $34,660,653 in the October 2021 data and $34,660,653 in the October 2026 data, unchanged. Total employees: 3 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 Grenda Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (170); high net worth individuals (5); pooled investment vehicles (other than investment companies and business development companies) (1).

**Does Grenda Group report any disciplinary disclosures?**
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.G (pending regulatory proceeding) and 11.H(2) (pending civil proceeding). 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/170241

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $34,660,653
- Discretionary: $34,660,653
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 170 | $28,811,975 |
| High net worth individuals | 5 | $5,140,678 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $708,000 |

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

### Firm details
- Registered since: 2014 (12 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.G: Is the firm or an advisory affiliate now the subject of a regulatory proceeding that could result in a yes answer to any part of 11.C, 11.D, or 11.E?
- 11.H(2): Is the firm or an advisory affiliate now the subject of a civil proceeding that could result in a yes answer to any part of 11.H(1)?

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/170241

### Websites listed on Form ADV (Item 1.I)
- grendagroup.com
- Facebook @GRENDA-GROUP-1423431011289289
- LinkedIn @GRENDA-GROUP-LLC
- X @GRENDAGROUP

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $34,660,653 | 3 | March 31, 2021 |
| October 2022 | $34,660,653 | 3 | November 12, 2021 |
| October 2023 | $34,660,653 | 3 | November 12, 2021 |
| October 2024 | $34,660,653 | 3 | November 12, 2021 |
| October 2025 | $34,660,653 | 3 | November 12, 2021 |
| October 2026 | $34,660,653 | 3 | November 12, 2021 |

Regulatory assets under management: $34,660,653 in the October 2021 data and $34,660,653 in the October 2026 data, unchanged.
Total employees: 3 in October 2021 and 3 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Grenda Group (CRD 170241): Form ADV filing data as of October 2026.