Grantvest Financial Group LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Matawan, NJ. Its latest Form ADV filing, dated March 31, 2026, reports $230M in regulatory assets under management, 5 employees, and 1,324 accounts.
Assets Under Management
$230M
Employees
5
Offices
--
Total Clients
630
Primary office
MATAWAN, NJ
106 MAIN STREET, SUITE D, MATAWAN, NJ, 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 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 66.7% of total clients.
Top client categories% of clientsClients
1
Individuals
66.7%
420
2
HNWI
31.7%
200
3
Corporations
1.6%
10
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$230Mas of March 31, 2026
Discretionary100.0%
$230M
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.
Total AUM$230M
Total Accounts1,324
10Y AUM Change+$123M (+115.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee126:1
10Y Employee Change+1 (+25.0%)
* 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.