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They include 248 high-net-worth individuals, 155 individual clients and 16 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Graves Light Lenhart Wealth offer?","answer":"Graves Light Lenhart Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, publishing newsletters, estate planning, insurance, philanthropic planning, 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Graves Light Lenhart Wealth charge?","answer":"Graves Light Lenhart Wealth charges 0.35%–0.90% a year for its Wealth Management Fees. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and requires an account of at least $2,500,000.","source":"2026 AMENDED BROCHURE, filed 30 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Graves Light Lenhart Wealth use?","answer":"Graves Light Lenhart Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $1.17B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Graves Light Lenhart Wealth have?","answer":"Graves Light Lenhart Wealth has 8 investment adviser representatives registered with state securities authorities, out of 11 employees, and 8 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Graves Light Lenhart Wealth invest in?","answer":"At the end of its last fiscal year, Graves Light Lenhart Wealth’s separately managed accounts held 73% registered funds (mutual funds, ETFs, BDCs), 19% exchange-traded equities, 6% cash and equivalents and 2% 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Graves Light Lenhart Wealth have a minimum investment?","answer":"Yes, Graves Light Lenhart Wealth’s minimum account size for its Wealth Management Fees is $2.5M.","source":"2026 AMENDED BROCHURE, filed 30 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Graves Light Lenhart Wealth?","answer":"Graves Light Lenhart Wealth’s direct owners are Asa Graves (75% or more), John Light (10% to 25%) and Jeffrey Lenhart (5% to 10%).","source":"Form ADV Part 1A, Schedules A and B, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Graves Light Lenhart Wealth get paid?","answer":"Graves Light Lenhart Wealth is paid through a percentage of assets under management. 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