Grant Street Asset Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, education planning, insurance, and tax planning. Financial planning was provided to 51–100 clients last fiscal year.
Grant Street Asset Management reports 445 clients. They include 257 individual clients, 168 high-net-worth individuals and 16 charitable organizations. Of its assets, 96.4% ($741M across 1,221 accounts) are managed with discretion; $27.6M across 76 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 58% | 11% |
| High-net-worth individuals | 38% | 77% |
| Pension and profit-sharing plans | <1% | 2% |
| Charitable organizations | 4% | 11% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 257 | $81.8M | 10.6% | $318K |
| High-net-worth individuals | 168 | $588M | 76.5% | $3.5M |
| Pension and profit-sharing plans | Fewer than 5 | $15.7M | 2.0% | $5.23M |
| Charitable organizations | 16 | $82.6M | 10.7% | $5.17M |
| Corporations and other businesses | Fewer than 5 | $558K | 0.1% | $558K |
| Total | 445 | $769M | 100% | — |
- Clients
- 257
- Regulatory AUM
- $81.8M
- AUM share
- 10.6%
- Avg. per client
- $318K
- Clients
- 168
- Regulatory AUM
- $588M
- AUM share
- 76.5%
- Avg. per client
- $3.5M
- Clients
- Fewer than 5
- Regulatory AUM
- $15.7M
- AUM share
- 2.0%
- Avg. per client
- $5.23M
- Clients
- 16
- Regulatory AUM
- $82.6M
- AUM share
- 10.7%
- Avg. per client
- $5.17M
- Clients
- Fewer than 5
- Regulatory AUM
- $558K
- AUM share
- 0.1%
- Avg. per client
- $558K
Total
- Clients
- 445
- Regulatory AUM
- $769M
- 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
- 51–100
Grant Street Asset Management charges 1.00%–1.50% a year for its Portfolio management services. The fee is billed in advance, is negotiable and requires an account of at least $500,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- Financial plans are a fixed $5,000, negotiable, paid half on engagement and half on delivery of the plan.
Michael Evans owns 25% to 50% of Grant Street Asset Management. The leadership team of Grant Street Asset Management includes President Shawn Evans and Chief Compliance Officer Michael Loch. It has 18 employees, 8 of them in advisory roles.
Leadership
- Shawn EvansSenior Vice-President, Finance
John FerraroSenior Vice President
Kristen JacksonPresident and CEO
Michael LochVP Chief Compliance Officer
Michael EvansExecutive Chairman
Patrick EvansSenior Wealth Manager
Investment adviser representatives
8 representatives listed in the SEC register as of 9 October 2026.
Staff
- 18 employees
- 8 in advisory functions
- 8 state-registered reps
- 3 soliciting firms
- Owns 25% to 50% of Grant Street Asset Management Inc
Michael Evans
Control person · since March 1993
- Owns 25% to 50% of Grant Street Asset Management Inc
Kristen Jackson
Control person · since March 2006
- Owns 25% to 50% of Grant Street Asset Management Inc
Patrick Evans
since December 2021
- Owns 25% to 50% of Grant Street Asset Management Inc
Shawn Evans
since December 2021
Grant Street Asset Management’s regulatory assets grew from $519M (March 2021) to $769M (September 2026); clients were 445 in both filings and employees rose from 11 to 18.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $769M | 445 | 18 | 2 |
| June 2025 | $669M | 440 | 12 | 2 |
| June 2024 | $579M | 411 | 13 | 2 |
| March 2023 | $514M | 406 | 12 | 2 |
| March 2022 | $596M | 392 | 12 | 2 |
| March 2021 | $519M | 441 | 11 | 2 |
Besides its headquarters, Grant Street Asset Management has 1 office, with 2 listed addresses in North Carolina and Pennsylvania.
North Carolina · 1 listed address
- 128 S. Tyron St, Charlotte
Pennsylvania · 1 listed address
- 380 Southpointe BLVD, South Pointe Plaza II Suite 315, CanonsburgHQ
Contact and registration details
- Legal name
- Grant Street Asset Management Inc
- Headquarters
- 380 Southpointe BLVD, South Pointe Plaza II Suite 315, Canonsburg, PA 15317
- Website
- gsaminc.com
- Phone
- 412-257-8060
- @grant-street-asset-management
- SEC file
- 801-43095
- Founded
- 1992
- Structure
- Pennsylvania corporation
- Fiscal year end
- December
Grant Street Asset Management uses Charles Schwab ($592M) as custodian for its separately managed accounts. Grant Street Asset Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Orlando, FL · $592M100%
At year end, Grant Street Asset Management’s separately managed accounts were mostly in funds (93%). Its reported 13F holdings for the quarter ended 30 June 2026 total $610M across 92 positions; the largest are iShares TR (17.8%), Harbor ETF Trust (14.8%) and J P Morgan Exchange Traded F (14.0%).
What the accounts hold
- Stocks5%
- Funds93%
- Cash2%
Reported 13F holdings
- $610M
- Reported 13F value
- 92
- Positions
- 83.4%
- In the 10 largest
- +17.6%
- Value vs. prior quarter
- iShares TR · Core S&P500 ETF17.8%
- Harbor ETF Trust · Long Term Grower14.8%
- J P Morgan Exchange Traded F · Core Plus BD ETF14.0%
- Janus Detroit Str TR · Hend Secu IN ETF7.4%
- iShares TR · MSCI Eafe ETF7.0%
- Vanguard Admiral Fds Inc. · 500 Val Idx FD5.7%
- J P Morgan Exchange Traded F · JPMORGAN Intl VL4.4%
- Innovator ETFS Trust · U S EQ 10 Buffer4.3%
- Vanguard Index Fds · Mid Cap ETF4.1%
- Innovator ETFS Trust · Equi DU DI 5 ETF4.0%
Together, the ten largest are 83.4% of reported value.
How many clients does Grant Street Asset Management have?
Grant Street Asset Management has 445 clients and manages $769 million for them, as of September 2026. They include 257 individual clients, 168 high-net-worth individuals and 16 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 21 September 2026
What services does Grant Street Asset Management offer?
Grant Street Asset Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, education planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Grant Street Asset Management charge?
Grant Street Asset Management charges 1.00%–1.50% a year for its Portfolio management services. The fee is billed in advance, is negotiable and requires an account of at least $500,000.
Source: GRANT STREET ASSET MANAGEMENT, INC. 2026 BROCHURE, filed 14 April 2026
Which custodians does Grant Street Asset Management use?
Grant Street Asset Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Orlando, FL), with $592M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 21 September 2026
How many financial advisors does Grant Street Asset Management have?
Grant Street Asset Management has 8 investment adviser representatives registered with state securities authorities, out of 18 employees, and 8 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Grant Street Asset Management invest in?
At the end of its last fiscal year, Grant Street Asset Management’s separately managed accounts held 93% registered funds (mutual funds, ETFs, BDCs), 5% exchange-traded equities and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Grant Street Asset Management have a minimum investment?
Yes, Grant Street Asset Management’s minimum account size for its Portfolio management services is $500K.
Source: GRANT STREET ASSET MANAGEMENT, INC. 2026 BROCHURE, filed 14 April 2026
Who owns Grant Street Asset Management?
Grant Street Asset Management’s direct owners are Michael Evans, Kristen Jackson, Patrick Evans and Shawn Evans, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 21 September 2026
How does Grant Street Asset Management get paid?
Grant Street 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
How do I contact Grant Street Asset Management?
Grant Street Asset Management’s main office is at 380 Southpointe BLVD, South Pointe Plaza II Suite 315, Canonsburg, PA 15317. Its phone number is 412-257-8060. Its website is gsaminc.com.