# Griffin Family Partners, LLC

> Griffin Family Partners, LLC is an SEC-registered investment advisory firm in Nashville, TN, registered since 2016, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 285042
- Filed as: GRIFFIN FAMILY PARTNERS, LLC
- Also doing business as: GRIFFIN PARTNERS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Nashville, TN
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/285042
- AdvisorCensus page: https://advisorcensus.com/firm/griffin-family-partners-llc-nashville-tn-285042

## Quick answers

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

**Where is Griffin Family Partners, LLC located?**
Griffin Family Partners, LLC's principal office is in Nashville, TN, according to its Form ADV.

**Is Griffin Family Partners, LLC registered with the SEC or a state?**
Griffin Family Partners, LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 285042.

**How much does Griffin Family Partners, LLC manage?**
Griffin Family Partners, LLC reports $283,947,501 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (93% discretionary).

**How have Griffin Family Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Griffin Family Partners, LLC: Regulatory assets under management: $200,733,015 in the October 2021 data and $283,947,501 in the October 2026 data, up 41%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Griffin Family Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (18); individuals (other than high net worth individuals) (15).

**Which custodians does Griffin Family Partners, LLC use?**
Griffin Family Partners, LLC'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 Griffin Family Partners, LLC 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/285042

**What changed in Griffin Family Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $246,600,530 to $283,947,501 (+15%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription 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: $283,947,501
- Discretionary: $262,780,870
- Non-discretionary: $21,166,631

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 15 | $5,459,941 |
| High net worth individuals | 18 | $142,918,702 |
| Charitable organizations | Fewer than 5 | $70,710,979 |
| Corporations or other businesses not listed above | Fewer than 5 | $64,857,879 |

### 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
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2016 (10 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $200,733,015 | 1 | March 10, 2021 |
| October 2022 | $241,673,929 | 1 | March 31, 2022 |
| October 2023 | $211,796,267 | 1 | February 23, 2023 |
| October 2024 | $227,463,377 | 1 | March 1, 2024 |
| October 2025 | $246,600,530 | 1 | March 4, 2025 |
| October 2026 | $283,947,501 | 1 | March 17, 2026 |

Regulatory assets under management: $200,733,015 in the October 2021 data and $283,947,501 in the October 2026 data, up 41%.
Total employees: 1 in October 2021 and 1 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $246,600,530 to $283,947,501 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Griffin Family Partners, LLC (CRD 285042): Form ADV filing data as of October 2026.