Granville Capital provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year. The firm advises 7 private funds.
Granville Capital reports 39 clients. They include 25 high-net-worth individuals, 7 pooled investment vehicles, and 7 corporations and other businesses. Of its assets, 76.1% ($1.05B across 99 accounts) are managed with discretion; $329M across 7 accounts are not. Of its clients, 2% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 64% | 44% |
| Pooled investment vehicles | 18% | 51% |
| Charitable organizations | Fewer than 5 | 3% |
| Corporations and other businesses | 18% | 2% |
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 |
|---|---|---|---|---|
| High-net-worth individuals | 25 | $603M | 43.9% | $24.1M |
| Pooled investment vehicles | 7 | $706M | 51.4% | $101M |
| Charitable organizations | Fewer than 5 | $39.6M | 2.9% | — |
| Corporations and other businesses | 7 | $26M | 1.9% | $3.71M |
| Total | 39 | $1.37B | 100% | — |
- Clients
- 25
- Regulatory AUM
- $603M
- AUM share
- 43.9%
- Avg. per client
- $24.1M
- Clients
- 7
- Regulatory AUM
- $706M
- AUM share
- 51.4%
- Avg. per client
- $101M
- Clients
- Fewer than 5
- Regulatory AUM
- $39.6M
- AUM share
- 2.9%
- Avg. per client
- —
- Clients
- 7
- Regulatory AUM
- $26M
- AUM share
- 1.9%
- Avg. per client
- $3.71M
Total
- Clients
- 39
- Regulatory AUM
- $1.37B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 2%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 7
- Financial planning clients last fiscal year
- 1–10
Granville Capital is paid through a percentage of assets under management, fixed fees (other than subscription fees) and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Pearce Landry owns 25% to 50% of Granville Capital. Pearce Landry is CEO; the leadership team includes President Eugene Purcell and Chief Financial Officer Stewart Lynam. It has 9 employees, 7 of them in advisory roles.
Staff
- 9 employees
- 7 in advisory functions
- 5 state-registered reps
- Owns 25% to 50% of Granville Capital, Inc.
Pearce Landry
Control person · since January 2019
- Owns 10% to 25% of Granville Capital, Inc.
Eugene Purcell
Control person · since December 2019
- Owns 10% to 25% of Granville Capital, Inc.
Michael Dinkins
Control person · since January 2021
- Owns 10% to 25% of Granville Capital, Inc.
Stewart Lynam
Control person · since December 2021
- Owns 10% to 25% of Granville Capital, Inc.
Ryan Newkirk
Control person · since January 2023
Granville Capital’s regulatory assets grew 2.1× from $642M (March 2021) to $1.37B (March 2026); clients rose from 6 to 39 and employees from 8 to 9.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $1.37B | 39 | 9 | 1 |
| Mar 2025March 2025 | $1.14B | 32 | 8 | 1 |
| Mar 2024March 2024 | $1.05B | 30 | 10 | 1 |
| Mar 2023March 2023 | $911M | 17 | 11 | 1 |
| Mar 2022March 2022 | $735M | 7 | 9 | 1 |
| Mar 2021March 2021 | $642M | 6 | 8 | 2 |
Besides its headquarters, Granville Capital has 0 offices, with 1 listed address in 1 state.
North Carolina · 1 listed address
- 300 North Greene Street, Suite 1750, GreensboroHQ
Contact and registration details
- Legal name
- Granville Capital, Inc.
- Headquarters
- 300 North Greene Street, Suite 1750, Greensboro, NC 27401
- Website
- granvillecapitalinc.com
- Phone
- 336-273-8544
- @granville-capital-inc.
- SEC file
- 801-62098
- Structure
- North Carolina corporation
- Fiscal year end
- December
Granville Capital’s named custodian for separately managed accounts is Charles Schwab ($322M). Granville Capital has custody of $928M for 31 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $322M100%
At year end, Granville Capital’s separately managed accounts were largely in stocks (46%) and funds (35%). Its reported 13F holdings for the quarter ended 30 June 2026 total $224M across 86 positions; the largest are Invesco Qqq TR (12.6%), SPDR Series Trust (12.1%) and SPDR Series Trust (10.9%).
What the accounts hold
- Stocks46%
- Exchange-traded equities33%
- Non-exchange-traded equities13%
- Funds35%
- Pooled vehicles32%
- Registered funds3%
- Cash19%
How many clients does Granville Capital have?
Granville Capital has 39 clients and manages $1.37 billion for them, as of March 2026. They include 25 high-net-worth individuals, 7 pooled investment vehicles, and 7 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Granville Capital offer?
Granville Capital provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Granville Capital use?
Granville Capital’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $322M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026
How many financial advisors does Granville Capital have?
Granville Capital has 5 investment adviser representatives registered with state securities authorities, out of 9 employees, and 7 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 Granville Capital invest in?
At the end of its last fiscal year, Granville Capital’s separately managed accounts held 33% exchange-traded equities, 32% pooled vehicles (private funds and similar), 19% cash and equivalents, 13% non-exchange-traded equities and 3% registered funds (mutual funds, ETFs, BDCs). It advises 7 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Granville Capital?
Granville Capital’s direct owners are Pearce Landry, Eugene Purcell, Michael Dinkins, Stewart Lynam and Ryan Newkirk, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Granville Capital get paid?
Granville Capital is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions 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 Granville Capital?
Granville Capital’s main office is at 300 North Greene Street, Suite 1750, Greensboro, NC 27401. Its phone number is 336-273-8544. Its website is granvillecapitalinc.com.