AdvisorCensus / Financial advisors / New Hampshire / Manchester / Grove Street Fiduciary, LLC
Grove Street Fiduciary, LLC is an SEC-registered investment advisory firm in Peterborough, NH, registered since 1993, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 4, 2026.
Quick answers
From the filingHow is Grove Street Fiduciary, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Grove Street Fiduciary, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
What does Grove Street Fiduciary, LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated March 4, 2026 states: Asset-based fee: 0.6% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Grove Street Fiduciary, LLC located?
Grove Street Fiduciary, LLC's principal office is in Peterborough, NH, according to its Form ADV.
Is Grove Street Fiduciary, LLC registered with the SEC or a state?
Grove Street Fiduciary, LLC is an SEC-registered investment advisory firm, registered since 1993. Status as filed: Approved. CRD 107703.
How much does Grove Street Fiduciary, LLC manage?
Grove Street Fiduciary, LLC reports $413,186,641 in regulatory assets under management in its Form ADV filing dated March 4, 2026 (97% discretionary).
How have Grove Street Fiduciary, LLC's assets and staff changed since 2021?
In the Form ADV data for Grove Street Fiduciary, LLC: Regulatory assets under management: $314,152,910 in the October 2021 data and $413,186,641 in the October 2026 data, up 32%. Total employees: 7 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Grove Street Fiduciary, LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (184); individuals (other than high net worth individuals) (108); charitable organizations (5).
Which custodians does Grove Street Fiduciary, LLC use?
Grove Street Fiduciary, 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 Grove Street Fiduciary, 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/107703
Does Grove Street Fiduciary, LLC state an account minimum?
Its Form ADV Part 2A brochure dated March 4, 2026 says: "In general, we require a minimum of $5,000,000 of investable assets to provide wealth and trust advisory services. At our discretion, we may waive this minimum."
What changed in Grove Street Fiduciary, LLC's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $362,672,632 to $413,186,641 (+14%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 0.6% to 1.5% a year (a range, as the brochure states it)
The brochure's wording
Our fee for wealth and trust advisory services ranges from 0.60% to 1.50% per annum of investable assets, subject to a minimum annual fee of $12,000, which may be waived for certain legacy clients.
Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
In general, we require a minimum of $5,000,000 of investable assets to provide wealth and trust advisory services. At our discretion, we may waive this minimum.
Minimum annual fee: $12,000
The brochure's wording
Our fee for wealth and trust advisory services ranges from 0.60% to 1.50% per annum of investable assets, subject to a minimum annual fee of $12,000, which may be waived for certain legacy clients.
As stated in the firm's Form ADV Part 2A brochure dated March 4, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$413,186,641 as of October 2026, filing dated March 4, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1993 (33 years)
- Employees
- Total: 4. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
5 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $413,186,641 | 4 | March 4, 2026 |
| October 2025 | $362,672,632 | 4 | March 18, 2025 |
| October 2024 | $331,742,889 | 4 | August 1, 2024 |
| October 2023 | $344,159,207 | 5 | March 20, 2023 |
| October 2022 | $358,757,735 | 5 | March 28, 2022 |
| October 2021 | $314,152,910 | 7 | March 22, 2021 |
Regulatory assets under management: $314,152,910 in the October 2021 data and $413,186,641 in the October 2026 data, up 32%.
Total employees: 7 in October 2021 and 4 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $362,672,632 to $413,186,641 (+14%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Grove Street Fiduciary, LLC (CRD 107703): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/grove-street-fiduciary-llc-peterborough-nh-107703