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GRANTVEST FINANCIAL GROUP LLC

MATAWAN, NJ · CRD 310272 · IAPD ↗ · grantvest.com · (732) 970-6659

$230.0MRegulatory AUM
5Advisory reps
5Employees
0Clients
101-250Planning clients
0Private funds
17States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

62
April 2026 — GRANTVEST FINANCIAL GROUP LLC reported RAUM up 35% ($170.0M -> $230.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
February 2026 — GRANTVEST FINANCIAL GROUP LLC notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
44
May 2025 — GRANTVEST FINANCIAL GROUP LLC notice-filed in CA, DE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
April 2025 — GRANTVEST FINANCIAL GROUP LLC reported RAUM up 59% ($107.0M -> $170.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
May 2024 — GRANTVEST FINANCIAL GROUP LLC (MATAWAN, NJ) is newly SEC-registered with $107.0M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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