HARRISONBURG, VACRD 298283Latest ADV March 30, 2026
Graves Light Lenhart is an SEC registered investment adviser organized as a corporation with a primary office location in Harrisonburg, VA. Its latest Form ADV filing, dated March 30, 2026, reports $1.2B in regulatory assets under management, 11 employees, 1 office, and 1,294 accounts.
Assets Under Management
$1.2B
Employees
11
Offices
1 office
Total Clients
438
Primary office
HARRISONBURG, VA
100 SOUTH MASON STREET, SUITE C, HARRISONBURG, VA, United States
Top client segmentHNWI represent 56.6% of total clients.
Top client categories% of clientsClients
1
HNWI
56.6%
248
2
Individuals
35.4%
155
3
Charitable
3.7%
16
4
Pension Plans
2.5%
11
5
Corporations
1.8%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.2Bas of March 30, 2026
Discretionary95.5%
$1.2B
95% of total RAUM95.5%
Non-discretionary4.5%
$56M
5% of total RAUM4.5%
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$1.2B
Total Accounts1,294
10Y AUM Change+$1.2B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee40:1
10Y Employee Change+5 (+83.3%)
* 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.