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GR FINANCIAL GROUP, LLC

TUCSON, AZ · CRD 172370 · IAPD ↗ · gr-financialgroup.com · 520-577-4711

$1.05BRegulatory AUM
6Advisory reps
10Employees
0Clients
0Planning clients
0Private funds
19States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
September 2026 — GR FINANCIAL GROUP, LLC notice-filed in FL, MI, SC, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2026 — GR FINANCIAL GROUP, LLC crossed $1B in regulatory AUM ($981.5M -> $1.05B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
47
April 2025 — GR FINANCIAL GROUP, LLC notice-filed in IL, UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
43
November 2024 — GR FINANCIAL GROUP, LLC filed an Item 4A succession naming GR FINANCIAL GROUP, LLC (CRD 172370) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance
47
March 2024 — GR FINANCIAL GROUP, LLC notice-filed in NV, OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.