{
  "crd_number": 325351,
  "slug": "grip-financial-llc-325351",
  "primary_business_name": "GRIP FINANCIAL, LLC",
  "legal_name": "GRIP FINANCIAL, LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2023-05-19",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-07-30",
  "carried_forward": false,
  "raum_total": 55554523.0,
  "raum_discretionary": 55554523.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 22665605.0,
      "count": 73
    },
    "high_net_worth_individuals": {
      "raum": 32888918.0,
      "count": 24
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "VA"
  ],
  "websites": [
    "https://facebook.com/search/top?q=grip+financial+llc",
    "https://instagram.com/grip_financial_llc",
    "https://linkedin.com/company/94294613/admin/page-posts/published",
    "https://myretirementgrip.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/325351",
  "listing_state": "VA",
  "disclosure_items": [
    {
      "item": "11.D(1)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?"
    }
  ],
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/grip-financial-llc-325351",
  "display_name": "Grip Financial, LLC",
  "summary": "Grip Financial, LLC is a state-registered investment advisory firm, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 30, 2026.",
  "citation": "AdvisorCensus. Grip Financial, LLC (CRD 325351): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Grip Financial, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Grip Financial, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Is Grip Financial, LLC registered with the SEC or a state?",
      "a": "Grip Financial, LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 325351."
    },
    {
      "q": "How much does Grip Financial, LLC manage?",
      "a": "Grip Financial, LLC reports $55,554,523 in regulatory assets under management in its Form ADV filing dated July 30, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Grip Financial, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (73); high net worth individuals (24)."
    },
    {
      "q": "Does Grip Financial, LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(1) (another regulator's finding of a false statement or omission, or of dishonest, unfair, or unethical conduct). 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/325351"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/grip-financial-llc-325351.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 73,
      "fewer_than_5": false,
      "raum": 22665605.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 24,
      "fewer_than_5": false,
      "raum": 32888918.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/325351",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}