Grid 202 provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and educational seminars. Financial planning was provided to 1–10 clients last fiscal year.
Grid 202 reports 91 clients. They include 49 individual clients, 29 high-net-worth individuals and 13 charitable organizations. Of its assets, 100.0% ($137M across 228 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 54% | 7% |
| High-net-worth individuals | 32% | 57% |
| Charitable organizations | 14% | 36% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 49 | $9.52M | 7.0% | $194K |
| High-net-worth individuals | 29 | $77.5M | 56.8% | $2.67M |
| Charitable organizations | 13 | $49.6M | 36.3% | $3.81M |
| Total | 91 | $137M | 100% | $1.5M |
- Clients
- 49
- Regulatory AUM
- $9.52M
- AUM share
- 7.0%
- Avg. per client
- $194K
- Clients
- 29
- Regulatory AUM
- $77.5M
- AUM share
- 56.8%
- Avg. per client
- $2.67M
- Clients
- 13
- Regulatory AUM
- $49.6M
- AUM share
- 36.3%
- Avg. per client
- $3.81M
Total
- Clients
- 91
- Regulatory AUM
- $137M
- AUM share
- 100%
- Avg. per client
- $1.5M
- 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
- 1–10
Grid 202 is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Hourly financial planning
- Hourly financial planning fees range from $250 to $1,000 per hour, billed in 30-minute increments.
- Ongoing financial planning
- Upfront fee of $2,500 to $20,000 covers the first six months, then $416.67 to $5,000 a month or $1,250 to $15,000 a quarter, paid in advance.
- Project-based financial planning
- Fixed project fee of $2,000 to $5,000, negotiable; half is due on signing and the rest on plan delivery.
Keith Beverly owns 75% or more of Grid 202. The leadership team of Grid 202 includes Chief Compliance Officer Keith Beverly. It has 5 employees, 4 of them in advisory roles.
Staff
- 5 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 75% or more of Grid 202 LLC
Keith Beverly
Control person · since October 2018
Grid 202’s regulatory assets grew 3.2× from $42.3M (March 2022) to $137M (March 2026); clients fell from 149 to 91 and employees from 8 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $137M | 91 | 5 | 3 |
| Jun 2025June 2025 | $117M | 70 | 5 | 1 |
| Jul 2024July 2024 | $90.2M | 129 | 5 | 1 |
| Jun 2023June 2023 | $64.6M | 72 | 6 | 1 |
| Mar 2022March 2022 | $42.3M | 149 | 8 | 1 |
Besides its headquarters, Grid 202 has 2 offices, with 3 listed addresses across 3 states.
District of Columbia · 1 listed address
- 20 F Street, Washington
New York · 1 listed address
- 260 Madison Avenue,, 8th Floor, New YorkHQ
North Carolina · 1 listed address
- 4819 Emperor BLVD, Durham
Other business names
Grid 202 has reported 1 other business name to the SEC.
- Grid 202 Partners
Contact and registration details
- Legal name
- Grid 202 LLC
- Headquarters
- 260 Madison Avenue,, 8th Floor, New York, NY 10016
- Website
- re-envisionwealth.com
- Phone
- 301-233-7903
- @reenvisionwealth
- SEC file
- 801-123745
- Structure
- Delaware LLC
- Fiscal year end
- December
Grid 202’s named custodians for separately managed accounts are Charles Schwab ($118M, 100%) and Altruist ($116K, 0%). Grid 202 does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $118M100%
- AltruistAltruist Financial LLC · Culver City, CA · $116K0%
At year end, Grid 202’s separately managed accounts were mostly in stocks (95%).
What the accounts hold
- Stocks95%
- Funds5%
How many clients does Grid 202 have?
Grid 202 has 91 clients and manages $137 million for them, as of March 2026. They include 49 individual clients, 29 high-net-worth individuals and 13 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Grid 202 offer?
Grid 202 provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Grid 202 use?
Grid 202’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $118M and Altruist Financial LLC (Culver City, CA), with $116K. 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 Grid 202 have?
Grid 202 has 4 investment adviser representatives registered with state securities authorities, out of 5 employees, and 4 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 Grid 202 invest in?
At the end of its last fiscal year, Grid 202’s separately managed accounts held 95% exchange-traded equities and 5% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Grid 202?
Grid 202’s direct owner is Keith Beverly (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Grid 202 get paid?
Grid 202 is paid through a percentage of assets under management, hourly charges 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 Grid 202?
Grid 202’s main office is at 260 Madison Avenue,, 8th Floor, New York, NY 10016. Its phone number is 301-233-7903. Its website is re-envisionwealth.com.