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GRANITE HARBOR ADVISORS, INC.

HOUSTON, TX · CRD 179523 · IAPD ↗ · 832-461-0789

$642.1MRegulatory AUM
6Advisory reps
12Employees
18Clients
51-100Planning clients
3Private funds
4States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
June 2026 — GRANITE HARBOR ADVISORS, INC. notice-filed in WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
June 2026 — GRANITE HARBOR ADVISORS, INC. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
April 2026 — GRANITE HARBOR ADVISORS, INC. shrank from 8 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
67
April 2026 — GRANITE HARBOR ADVISORS, INC. reports 51-100 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2025 — GRANITE HARBOR ADVISORS, INC. crossed $500M in regulatory AUM ($401.2M -> $561.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
61
April 2024 — GRANITE HARBOR ADVISORS, INC. reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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