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GRANDVIEW ASSET MANAGEMENT LLC
CRD 172357File 801-108096
APPROVED
Retail clients
Custody
Filing as of Jun 29, 2026
Feed vintage Aug 17, 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
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 |
|---|---|---|---|
| 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.