← Directory
GRANITE GROUP ADVISORS, LLC
CRD 127357File 801-62197
APPROVED
Retail clients
Custody
Filing as of Mar 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$829.6M
Above cohort median (national)
Discretionary AUM
$424.9M
Non-discretionary $404.8M
Clients
133
829 accounts
Employees
8
Above cohort median in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jul 1, 2003
- Principal office
- 1 LANDMARK SQUARE, SUITE 426, STAMFORD, CT, 06901
- Phone
- (203) 210-7814
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $829.6M
- Discretionary AUM
- $424.9M
- Non-discretionary AUM
- $404.8M
- Discretionary accounts
- 790
- Non-discretionary accounts
- 39
- Total accounts
- 829
- AUM per client
- $6.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.5M |
| Investment companies | 2 | $13.0M |
| Charitable organizations | 5 | $28.9M |
| High net worth individuals | 122 | $393.4M |
| Pooled investment vehicles | 1 | $621K |
| Pension and profit sharing plans | Fewer than 5 | $39.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 170 | 133 | decreased by37 |
| Apr 1, 2026 | Employees | 6 | 8 | increased by2 |
| Apr 1, 2026 | Clients | 159 | 170 | increased by11 |
| Apr 1, 2026 | AUM | $711,256,888 | $829,616,574 | increased by$118,359,686 |
| Apr 1, 2026 | Accounts | 757 | 829 | increased by72 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 6 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 133 | 159 | increased by26 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $699,219,369 | $711,256,888 | increased by$12,037,519 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,146 | 757 | decreased by389 |
| May 1, 2022 | Clients | 125 | 133 | increased by8 |
| May 1, 2022 | AUM | $586,035,871 | $699,219,369 | increased by$113,183,498 |
| May 1, 2022 | Accounts | 1,259 | 1,146 | decreased by113 |
| May 1, 2021 | Employees | 6 | 5 | decreased by1 |
| May 1, 2021 | Clients | 107 | 125 | increased by18 |
| May 1, 2021 | AUM | $442,804,922 | $586,035,871 | increased by$143,230,949 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GRANITE GROUP” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GRANITE GROUP” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.