Grandview Asset Management LLC
● SEC registered since 2016CRD 172357SEC# 801-108096Harrisburg, PA
Reg. AUM
$411.7M
Employees
9
Accounts
1,372
Location
Harrisburg, PA
Grandview Asset Management LLC assets under management
Grandview Asset Management LLC is an investment advisory firm registered with the SEC based in Harrisburg, PA. The firm has been registered since 2016. It reports $411.7 million in regulatory assets under management and employs 9 people.
Grandview Asset Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Douglas Koser Control | Owner, Cio | 25-50% | 2026 |
| Bruce Alan Smith Control | Cco/Owner | Over 75% | 2022 |
Frequently asked questions
How much does Grandview Asset Management LLC manage?
Grandview Asset Management LLC reports $411.7 million in regulatory assets under management on its Form ADV.
How many employees does Grandview Asset Management LLC have?
Grandview Asset Management LLC reports 9 employees.
Where is Grandview Asset Management LLC located?
Grandview Asset Management LLC is based in Harrisburg, PA and has been SEC-registered since 2016.
Does Grandview Asset Management LLC disclose fund performance?
Grandview Asset Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4200 Crums Mill Road, Floor 2, Harrisburg, PA 17112 |
| Phone | 717-541-1000 |
| Fax | 717-541-1008 |
| Office hours | 9:00 a.m. - 5:00 p.m. (Friday 9a.m.-3p.m.) |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1766791 |
| Discloses disciplinary history | No |
Regulatory AUM
$411.7M▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$411.7Mregulatory AUM
Discretionary $404.6MNon-discretionary $7.1M