# Ollie Grant Private Wealth

> 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.

- CRD: 332010
- Filed as: OLLIE GRANT PRIVATE WEALTH
- Legal name: Ollie Grant Private Wealth, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Evansville, IN
- Filing period: October 2026
- Form ADV filing dated: August 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/332010
- AdvisorCensus page: https://advisorcensus.com/firm/ollie-grant-private-wealth-evansville-in-332010

## Quick answers

**How is Ollie Grant Private Wealth compensated?**
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.

**Where is Ollie Grant Private Wealth located?**
Ollie Grant Private Wealth's principal office is in Evansville, IN, according to its Form ADV.

**Is Ollie Grant Private Wealth registered with the SEC or a state?**
Ollie Grant Private Wealth is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 332010.

**How much does Ollie Grant Private Wealth manage?**
Ollie Grant Private Wealth reports $11,759,409 in regulatory assets under management in its Form ADV filing dated August 17, 2026 (100% discretionary).

**What types of clients does Ollie Grant Private Wealth serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).

**Does Ollie Grant Private Wealth 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/332010

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $11,759,409
- Discretionary: $11,759,409
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $134,409 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $11,625,000 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IN, NJ, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ollie Grant Private Wealth (CRD 332010): Form ADV filing data as of October 2026.