Griffith & Werner, Inc.
● SEC registered since 2020CRD 136380SEC# 801-117889Canton, GA
Reg. AUM
$218.6M
Employees
4
Accounts
336
Location
Canton, GA
Griffith & Werner, Inc. assets under management
Griffith & Werner, Inc. is an SEC-registered investment adviser based in Canton, GA. The firm has been registered since 2020. It reports $218.6 million in regulatory assets under management and employs 4 people.
Griffith & Werner, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gregory Scott Phelps Control | President & Chief Compliance Officer | Over 75% | 2012 |
Frequently asked questions
How much does Griffith & Werner, Inc. manage?
Griffith & Werner, Inc. reports $218.6 million in regulatory assets under management on its Form ADV.
How many employees does Griffith & Werner, Inc. have?
Griffith & Werner, Inc. reports 4 employees.
Where is Griffith & Werner, Inc. located?
Griffith & Werner, Inc. is based in Canton, GA and has been SEC-registered since 2020.
Does Griffith & Werner, Inc. disclose fund performance?
Griffith & Werner, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 111 Mountain Brook Drive, Suite 208, Canton, GA 30115 |
| Phone | 678-901-4167 |
| Fax | 678-493-7854 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$218.6M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$218.6Mregulatory AUM
Discretionary $218.6M