# Grigg Financial, LLC

> Grigg Financial, LLC is a state-registered investment advisory firm in Timonium, MD, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 14, 2026.

- CRD: 304317
- Filed as: GRIGG FINANCIAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Timonium, MD
- Filing period: October 2026
- Form ADV filing dated: May 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/304317
- AdvisorCensus page: https://advisorcensus.com/firm/grigg-financial-llc-timonium-md-304317

## Quick answers

**How is Grigg Financial, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Grigg Financial, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Grigg Financial, LLC located?**
Grigg Financial, LLC's principal office is in Timonium, MD, according to its Form ADV.

**Is Grigg Financial, LLC registered with the SEC or a state?**
Grigg Financial, LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 304317.

**How much does Grigg Financial, LLC manage?**
Grigg Financial, LLC reports $64,277,660 in regulatory assets under management in its Form ADV filing dated May 14, 2026 (100% discretionary).

**What types of clients does Grigg Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (223); high net worth individuals (29); charitable organizations (1).

**Does Grigg Financial, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/304317

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $64,277,660
- Discretionary: $64,277,660
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 223 | $36,276,565 |
| High net worth individuals | 29 | $26,457,851 |
| Charitable organizations | 1 | $1,543,244 |

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

### Firm details
- Registered since: 2019 (7 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DE, MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- griggfinancial.com
- Facebook @griggfinancial
- LinkedIn @grigg-financial
- LinkedIn @brian-grigg-69a16a234

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Grigg Financial, LLC (CRD 304317): Form ADV filing data as of October 2026.