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GRANDVIEW ASSET MANAGEMENT LLC
CRD 172357File 801-108096
APPROVED
Retail clients
Custody
Filing as of Jun 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$411.7M
Below cohort median (national)
Discretionary AUM
$404.6M
Non-discretionary $7.1M
Clients
606
1,372 accounts
Employees
9
Below cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jul 11, 2016
- Principal office
- 4200 CRUMS MILL ROAD, FLOOR 2, HARRISBURG, PA, 17112
- Phone
- 717-541-1000
- Website
- http://www.grandview.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $411.7M
- Discretionary AUM
- $404.6M
- Non-discretionary AUM
- $7.1M
- Discretionary accounts
- 1,360
- Non-discretionary accounts
- 12
- Total accounts
- 1,372
- AUM per client
- $679K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $306K |
| Charitable organizations | Fewer than 5 | $10K |
| High net worth individuals | 31 | $165.3M |
| Individuals (other than high net worth individuals) | 575 | $246.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- 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 |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 10 | 9 | decreased by1 |
| Apr 1, 2026 | Clients | 663 | 606 | decreased by57 |
| Apr 1, 2026 | AUM | $339,960,044 | $411,657,820 | increased by$71,697,776 |
| Apr 1, 2026 | Accounts | 1,321 | 1,372 | increased by51 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 816 | 663 | decreased by153 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $298,279,980 | $339,960,044 | increased by$41,680,064 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,265 | 1,321 | increased by56 |
| Apr 1, 2022 | Employees | 6 | 10 | increased by4 |
| Apr 1, 2022 | Custody | Yes | No | |
| Apr 1, 2022 | Clients | 499 | 816 | increased by317 |
| Apr 1, 2022 | AUM | $218,255,386 | $298,279,980 | increased by$80,024,594 |
| Apr 1, 2022 | Accounts | 1,121 | 1,265 | increased by144 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GRANDVIEW ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GRANDVIEW ASSET” 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.