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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 Oct 1, 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
- Website
- HTTP://WWW.GRANITEHARBOR.COM
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 15 | 12 | decreased by3 |
| Apr 1, 2026 | Clients | 398 | 431 | increased by33 |
| Apr 1, 2026 | AUM | $561,382,077 | $642,136,188 | increased by$80,754,111 |
| Apr 1, 2026 | Accounts | 957 | 1,068 | increased by111 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 15 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 272 | 398 | increased by126 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $339,254,843 | $561,382,077 | increased by$222,127,234 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 565 | 957 | increased by392 |
| Mar 1, 2022 | Employees | 7 | 8 | increased by1 |
| Mar 1, 2022 | Clients | 242 | 272 | increased by30 |
| Mar 1, 2022 | AUM | $263,240,737 | $339,254,843 | increased by$76,014,106 |
| Mar 1, 2022 | Accounts | 599 | 565 | decreased by34 |
| 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 “GRANITE HARBOR” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GRANITE HARBOR” 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.