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GROVE MOUNTAIN PARTNERS, LLC

ATLANTA, GA · CRD 322303 · IAPD ↗ · grovemountainpartners.com · 678-655-6794

$307.7MRegulatory AUM
7Advisory reps
7Employees
0Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
April 2026 — GROVE MOUNTAIN PARTNERS, LLC reported RAUM up 37% ($224.4M -> $307.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
April 2025 — GROVE MOUNTAIN PARTNERS, LLC now reports custody of client assets ($224.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
80
August 2024 — GROVE MOUNTAIN PARTNERS, LLC (ATLANTA, GA) is newly SEC-registered with $181.5M RAUM and 6 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.