Griffith & Werner, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Canton, GA. Its latest Form ADV filing, dated April 1, 2026, reports $219M in regulatory assets under management, 4 employees, 1 office, and 336 accounts.
Assets Under Management
$219M
Employees
4
Offices
1 office
Total Clients
336
Primary office
CANTON, GA
111 MOUNTAIN BROOK DRIVE, SUITE 208, CANTON, GA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 89.0% of total clients.
Top client categories% of clientsClients
1
Individuals
89.0%
299
2
HNWI
9.8%
33
3
Pension Plans
1.2%
4
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$219Mas of April 1, 2026
Discretionary100.0%
$219M
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$219M
Total Accounts336
10Y AUM Change+$90M (+69.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee84:1
10Y Employee Change+1 (+33.3%)
* 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.