Grantvest Financial Group LLC
● SEC registered since 2024CRD 310272SEC# 801-129847Matawan, NJ
Reg. AUM
$230M
Employees
5
Accounts
1,324
Location
Matawan, NJ
Grantvest Financial Group LLC assets under management
Grantvest Financial Group LLC is an SEC-registered investment adviser based in Matawan, NJ. The firm has been registered since 2024. It reports $230 million in regulatory assets under management and employs 5 people.
Grantvest Financial Group LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony Joseph Caputo Control | Member And Cco | 50-75% | 2020 |
| Gregory Guenther Control | Member | 50-75% | 2020 |
Frequently asked questions
How much does Grantvest Financial Group LLC manage?
Grantvest Financial Group LLC reports $230 million in regulatory assets under management on its Form ADV.
How many employees does Grantvest Financial Group LLC have?
Grantvest Financial Group LLC reports 5 employees.
Where is Grantvest Financial Group LLC located?
Grantvest Financial Group LLC is based in Matawan, NJ and has been SEC-registered since 2024.
Does Grantvest Financial Group LLC disclose fund performance?
Grantvest Financial Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 106 Main Street, Suite D, Matawan, NJ 07747 |
| Phone | (732) 970-6659 |
| Office hours | 9-5 |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$230M▲ 35%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 70%
Larger than 30% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$230Mregulatory AUM
Discretionary $230M