# 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.

- CRD: 107703
- Filed as: GROVE STREET FIDUCIARY, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Peterborough, NH
- Filing period: October 2026
- Form ADV filing dated: March 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/107703
- AdvisorCensus page: https://advisorcensus.com/firm/grove-street-fiduciary-llc-peterborough-nh-107703

## Quick answers

**How 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).

**How much does Grove Street Fiduciary, LLC charge?**
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); Hourly rate: $450 an hour (Subsequent meetings). 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

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

### Fees and minimums (Form ADV Part 2A brochure dated March 4, 2026)

- Asset-based fee: 0.6% to 1.5% a year (a range, as the brochure states it)

> 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)

> 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

> 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.

- Hourly rate: $450 an hour (Subsequent meetings)

> We charge an initial consultation fee of $1,000. Subsequent meetings are $450 per hour. Fees are generally due upon completion of the services rendered.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### 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: $413,186,641
- Discretionary: $398,865,018
- Non-discretionary: $14,321,623

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 108 | $49,603,687 |
| High net worth individuals | 184 | $362,772,940 |
| Charitable organizations | 5 | $810,014 |

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

### Firm details
- Registered since: 1993 (33 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MA, ME, NH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $314,152,910 | 7 | March 22, 2021 |
| October 2022 | $358,757,735 | 5 | March 28, 2022 |
| October 2023 | $344,159,207 | 5 | March 20, 2023 |
| October 2024 | $331,742,889 | 4 | August 1, 2024 |
| October 2025 | $362,672,632 | 4 | March 18, 2025 |
| October 2026 | $413,186,641 | 4 | March 4, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $362,672,632 to $413,186,641 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Grove Street Fiduciary, LLC (CRD 107703): Form ADV filing data as of October 2026.