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GRANITE HARBOR ADVISORS, INC.
CRD 179523File 801-110558
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Aug 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$642.1M
Above cohort median (national)
Discretionary AUM
$635.8M
Non-discretionary $6.3M
Clients
431
1,068 accounts
Employees
12
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- May 30, 2017
- Principal office
- 10603 WEST SAM HOUSTON PARKWAY NORTH, SUITE 450, HOUSTON, TX, 77064
- Phone
- 832-461-0789
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $642.1M
- Discretionary AUM
- $635.8M
- Non-discretionary AUM
- $6.3M
- Discretionary accounts
- 1,063
- Non-discretionary accounts
- 5
- Total accounts
- 1,068
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $11.1M |
| Insurance companies | Fewer than 5 | $16.2M |
| Charitable organizations | Fewer than 5 | $1.8M |
| High net worth individuals | 154 | $486.7M |
| Pooled investment vehicles | 3 | $20.2M |
| Pension and profit sharing plans | 5 | $6.3M |
| Individuals (other than high net worth individuals) | 262 | $99.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- 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
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11E1
- Q11E2
- Q11E4
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.