{
  "crd_number": 332010,
  "slug": "ollie-grant-private-wealth-evansville-in-332010",
  "primary_business_name": "OLLIE GRANT PRIVATE WEALTH",
  "legal_name": "OLLIE GRANT PRIVATE WEALTH, LLC",
  "dbas": [],
  "city": "Evansville",
  "state": "IN",
  "country": "United States",
  "cbsa_code": "21780",
  "metro": {
    "cbsa_code": "21780",
    "common_name": "Evansville",
    "msa_name": "Evansville, IN",
    "path": "/advisors/in/evansville"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2024-10-01",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-08-17",
  "carried_forward": false,
  "raum_total": 11759409.0,
  "raum_discretionary": 11759409.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 4,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 134409.0,
      "count": null,
      "fewer_than_5": true
    },
    "pooled_investment_vehicles": {
      "raum": 11625000.0,
      "count": 1
    }
  },
  "compensation_types": [
    "commissions",
    "fixed",
    "hourly",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "IN",
    "NJ",
    "NY"
  ],
  "websites": [
    "https://olliegrantprivatewealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/332010",
  "city_as_filed": "EVANSVILLE",
  "url": "https://advisorcensus.com/firm/ollie-grant-private-wealth-evansville-in-332010",
  "display_name": "Ollie Grant Private Wealth",
  "summary": "Ollie Grant Private Wealth is a state-registered investment advisory firm in Evansville, IN, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 17, 2026.",
  "citation": "AdvisorCensus. Ollie Grant Private Wealth (CRD 332010): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Commissions",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Ollie Grant Private Wealth compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Ollie Grant Private Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); commissions; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Ollie Grant Private Wealth located?",
      "a": "Ollie Grant Private Wealth's principal office is in Evansville, IN, according to its Form ADV."
    },
    {
      "q": "Is Ollie Grant Private Wealth registered with the SEC or a state?",
      "a": "Ollie Grant Private Wealth is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 332010."
    },
    {
      "q": "How much does Ollie Grant Private Wealth manage?",
      "a": "Ollie Grant Private Wealth reports $11,759,409 in regulatory assets under management in its Form ADV filing dated August 17, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Ollie Grant Private Wealth serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1)."
    },
    {
      "q": "Does Ollie Grant Private Wealth report any disciplinary disclosures?",
      "a": "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/332010"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/ollie-grant-private-wealth-evansville-in-332010.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": null,
      "fewer_than_5": true,
      "raum": 134409.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 11625000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "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/332010",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}