GRANITE FINANCIAL GROUP

Legal name: GRANITE FINANCIAL GROUP, LLC

CRD 168675File 801-116752

APPROVED

Retail clients

Filing as of Feb 3, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$186.2M

Bottom 25% of cohort (national)

Discretionary AUM

$186.2M

Clients

252

489 accounts

Employees

Below cohort median in WI

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Jun 6, 2019
Principal office: 175 N. PATRICK BLVD., SUITE 170, BROOKFIELD, WI, 53045-5857
Phone: 262-792-1111
Website: HTTP://WWW.GRANITEFGLLC.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $186.2M
Discretionary AUM: $186.2M
Non-discretionary AUM: $0
Discretionary accounts: 489
Non-discretionary accounts: 0
Total accounts: 489
AUM per client: $739K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$100K
Charitable organizations	Fewer than 5	$6.1M
High net worth individuals	50	$100.0M
Individuals (other than high net worth individuals)	200	$80.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.