G&H INVESTMENTS

Legal name: GROSS & HARTMAN INVESTMENTS, LLC

CRD 317722File 801-122984

APPROVED

Retail clients

Filing as of Mar 17, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$576.0M

Above cohort median (national)

Discretionary AUM

$530.6M

Non-discretionary $45.4M

Clients

136

463 accounts

Employees

Above cohort median in PA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Jan 3, 2022
Principal office: 349 W MAIN STREET, SUITE 108, LEOLA, PA, 17540
Phone: 717-295-4425
Website: https://www.gross-investments.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $576.0M
Discretionary AUM: $530.6M
Non-discretionary AUM: $45.4M
Discretionary accounts: 410
Non-discretionary accounts: 53
Total accounts: 463
AUM per client: $4.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$541K
Charitable organizations	6	$242.5M
High net worth individuals	38	$298.1M
Individuals (other than high net worth individuals)	91	$34.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This 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.