Grantvest Financial Group LLC
Grantvest Financial Group LLC is an SEC-registered mass-market adviser in Matawan, NJ with $230.0M assets under management (AUM, regulatory AUM), +35% over one year. See who owns Grantvest Financial Group LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 310272, SEC 801-129847, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $230.0M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Matawan, NJ
- Employees
- 5
- Clients
- 630
- CRD
- 310272
- Ownership
- CAPUTO, ANTHONY, JOSEPH; GUENTHER, GREGORY
How much AUM does Grantvest Financial Group LLC have?
Grantvest Financial Group LLC reported $230.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Grantvest Financial Group LLC?
Disclosed owners and executives of Grantvest Financial Group LLC include CAPUTO, ANTHONY, JOSEPH, GUENTHER, GREGORY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.