Firm profile

GRANT STREET ASSET MANAGEMENT INC

CANONSBURG, PACRD 106980Latest ADV April 14, 2026

Grant Street Asset Management Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Canonsburg, PA. Its latest Form ADV filing, dated April 14, 2026, reports $769M in regulatory assets under management, 17 employees, 1 office, and 1,297 accounts.

Assets Under Management
$769M
Employees
17
Offices
1 office
Total Clients
445
Primary office
CANONSBURG, PA
380 SOUTHPOINTE BLVD, SOUTH POINTE PLAZA II SUITE 315, CANONSBURG, PA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOKristen E. Jackson
CCOMichael C. Loch

Advisory services offered

3 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 57.8% of total clients.
Top client categories% of clientsClients
1
Individuals
57.8%
257
2
HNWI
37.8%
168
3
Charitable
3.6%
16
4
Pension Plans
0.7%
3
5
Corporations
0.2%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$769Mas of April 14, 2026
Discretionary96.4%
$741M
96% of total RAUM96.4%
Non-discretionary3.6%
$28M
4% of total RAUM3.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$769M
Total Accounts1,297
10Y AUM Change+$293M (+61.5%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees17
Clients per Employee26:1
10Y Employee Change+9 (+112.5%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.