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GR FINANCIAL GROUP, LLC
CRD 172370File 801-80641
APPROVED
Retail clients
Custody
Filing as of Aug 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.05B
Above cohort median (national)
Discretionary AUM
$1.05B
Clients
1,553
2,552 accounts
Employees
10
Top 25% of cohort in AZ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Dec 5, 2014
- Principal office
- 4556 E CAMP LOWELL, TUCSON, AZ, 85712
- Phone
- 520-577-4711
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.05B
- Discretionary AUM
- $1.05B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,552
- Non-discretionary accounts
- 0
- Total accounts
- 2,552
- AUM per client
- $678K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $6.0M |
| High net worth individuals | 290 | $636.8M |
| Individuals (other than high net worth individuals) | 1,258 | $410.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — TECHNOLOGY FEE
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- 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 |
|---|---|---|---|
| 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.