Grandview Asset Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Harrisburg, PA. Its latest Form ADV filing, dated March 17, 2026, reports $412M in regulatory assets under management, 9 employees, 5 offices, and 1,372 accounts.
Assets Under Management
$412M
Employees
9
Offices
5 offices
Total Clients
606
Primary office
HARRISBURG, PA
4200 CRUMS MILL ROAD, FLOOR 2, HARRISBURG, PA, United States
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 94.9% of total clients.
Top client categories% of clientsClients
1
Individuals
94.9%
575
2
HNWI
5.1%
31
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$412Mas of March 17, 2026
Discretionary98.3%
$405M
98% of total RAUM98.3%
Non-discretionary1.7%
$7M
2% of total RAUM1.7%
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.
Total AUM$412M
Total Accounts1,372
10Y AUM Change+$303M (+280.1%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee67:1
10Y Employee Change+5 (+125.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.