GrandView Asset Management provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and educational seminars.
GrandView Asset Management reports 606 clients. They include 575 individual clients and 31 high-net-worth individuals. Of its assets, 98.3% ($405M across 1,360 accounts) are managed with discretion; $7.09M across 12 accounts are not. A wrap fee program the firm both sponsors and manages holds $412M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 95% | 60% |
| High-net-worth individuals | 5% | 40% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 575 | $246M | 59.8% | $428K |
| High-net-worth individuals | 31 | $165M | 40.2% | $5.33M |
| Charitable organizations | Fewer than 5 | $10.4K | 0.0% | — |
| Corporations and other businesses | Fewer than 5 | $306K | 0.1% | — |
| Total | 606 | $412M | 100% | — |
- Clients
- 575
- Regulatory AUM
- $246M
- AUM share
- 59.8%
- Avg. per client
- $428K
- Clients
- 31
- Regulatory AUM
- $165M
- AUM share
- 40.2%
- Avg. per client
- $5.33M
- Clients
- Fewer than 5
- Regulatory AUM
- $10.4K
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $306K
- AUM share
- 0.1%
- Avg. per client
- —
Total
- Clients
- 606
- Regulatory AUM
- $412M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
GrandView Asset Management charges 1.00%–1.50% a year for its Asset Management. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning (Fixed Fee)
- Fixed fees typically from $2,500 to $50,000 for a complete financial plan, negotiable; 50% payable on signing.
- Financial Planning (Hourly)
- Hourly rates of $150 to $350 for limited-scope planning, negotiable; 50% of the estimated total is payable on signing.
Bruce Smith owns 75% or more of GrandView Asset Management. It has 9 employees, 4 of them in advisory roles.
Leadership
- Adam KoserOwner, CIO
- Bruce SmithCCO/Owner
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 9 employees
- 4 in advisory functions
- 2 state-registered reps
- 1 broker-dealer rep
- 1 insurance agent
- Owns 75% or more of Grandview Asset Management LLC
Bruce Smith
Control person · since February 2022
- Owns 25% to 50% of Grandview Asset Management LLC
Adam Koser
Control person · since May 2026
GrandView Asset Management’s regulatory assets grew 1.9× from $218M (March 2021) to $412M (June 2026); clients rose from 499 to 606 and employees from 6 to 9.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| June 2026 | $412M | 606 | 9 | 6 |
| March 2025 | $340M | 663 | 10 | 4 |
| March 2024 | $264M | 595 | 8 | 4 |
| March 2023 | $219M | 581 | 8 | 3 |
| March 2022 | $298M | 816 | 10 | 3 |
| March 2021 | $218M | 499 | 6 | 2 |
Besides its headquarters, GrandView Asset Management has 5 offices (4 private residences, listed without an address), with 2 listed addresses in Pennsylvania.
Pennsylvania · 2 listed addresses
- 4200 Crums Mill Road, Floor 2, HarrisburgHQ
- 1215 Manor Drive, Mechanicsburg
Other business names
GrandView Asset Management has reported 1 other business name to the SEC.
- Bri Investing
Contact and registration details
- Legal name
- Grandview Asset Management LLC
- Headquarters
- 4200 Crums Mill Road, Floor 2, Harrisburg, PA 17112
- Website
- grandviewassetmanagement.com
- Phone
- 717-541-1000
- SEC file
- 801-108096
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
GrandView Asset Management uses Charles Schwab ($412M) as custodian for its separately managed accounts. GrandView Asset Management has custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $412M100%
At year end, GrandView Asset Management’s separately managed accounts were mostly in stocks (65%) and funds (29%). Its reported 13F holdings for the quarter ended 30 June 2026 total $403M across 146 positions; the largest are Nvidia Corporation (18.3%), Invesco Qqq TR (5.5%) and Apple Inc. (5.0%).
What the accounts hold
- Stocks65%
- Funds29%
- Bonds1%
- Cash5%
Reported 13F holdings
- $403M
- Reported 13F value
- 146
- Positions
- 51.0%
- In the 10 largest
- +17.8%
- Value vs. prior quarter
- Nvidia Corporation18.3%
- Invesco Qqq TR · Unit Ser 15.5%
- Apple Inc.5.0%
- State Str SPDR S&P 500 ETF T · TR Unit3.9%
- Microsoft Corp.3.5%
- Vanguard Whitehall Fds · High Div Yld3.4%
- Broadcom Inc.3.0%
- Vanguard Index Fds · Value ETF2.9%
- Alphabet Inc. · Cap Stk CL C2.9%
- Crowdstrike Hldgs Inc. · CL A2.7%
Together, the ten largest are 51.0% of reported value.
How many clients does GrandView Asset Management have?
GrandView Asset Management has 606 clients and manages $412 million for them, as of June 2026. They include 575 individual clients and 31 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 June 2026
What services does GrandView Asset Management offer?
GrandView Asset Management provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does GrandView Asset Management charge?
GrandView Asset Management charges 1.00%–1.50% a year for its Asset Management. The fee is billed in advance and is negotiable.
Source: 2026.06.29 FORM ADV PART 2A/WRAP, filed 29 June 2026
Which custodians does GrandView Asset Management use?
GrandView Asset Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $412M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 June 2026
How many financial advisors does GrandView Asset Management have?
GrandView Asset Management has 2 investment adviser representatives registered with state securities authorities, out of 9 employees, and 4 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does GrandView Asset Management invest in?
At the end of its last fiscal year, GrandView Asset Management’s separately managed accounts held 65% exchange-traded equities, 29% registered funds (mutual funds, ETFs, BDCs), 5% cash and equivalents and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns GrandView Asset Management?
GrandView Asset Management’s direct owners are Bruce Smith (75% or more) and Adam Koser (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 29 June 2026
How does GrandView Asset Management get paid?
GrandView Asset Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is GrandView Asset Management registered with the SEC?
Yes, GrandView Asset Management has been registered with the SEC as an investment adviser since 11 July 2016. Its CRD number is 172357 and its SEC file number is 801-108096.
Source: Form ADV Part 1A, Item 1, filed 29 June 2026; IAPD firm record
How do I contact GrandView Asset Management?
GrandView Asset Management’s main office is at 4200 Crums Mill Road, Floor 2, Harrisburg, PA 17112. Its phone number is 717-541-1000. Its website is grandviewassetmanagement.com.