REDWOOD CITY, CACRD 134684Latest ADV March 26, 2026
Griffin Black, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Redwood City, CA. Its latest Form ADV filing, dated March 26, 2026, reports $356M in regulatory assets under management, 9 employees, 2 offices, and 698 accounts.
Assets Under Management
$356M
Employees
9
Offices
2 offices
Total Clients
171
Primary office
REDWOOD CITY, CA
702 MARSHALL STREET, SUITE 411, REDWOOD CITY, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 55.0% of total clients.
Top client categories% of clientsClients
1
HNWI
55.0%
94
2
Individuals
45.0%
77
Categories with <5 clients
CORPORATE ACCOUNT<5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$356Mas of March 26, 2026
Discretionary100.0%
$356M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$356M
Total Accounts698
10Y AUM Change+$241M (+210.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee19:1
10Y Employee Change+4 (+80.0%)
* 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.