Grunden Financial Advisory, Inc.
CRD 111595SEC# 801-58252Denton, TX
No longer SEC-registered. Grunden Financial Advisory, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$434.7M
Employees
6
Accounts
262
Location
Denton, TX
Grunden Financial Advisory, Inc. assets under management
Grunden Financial Advisory, Inc. is a registered investment adviser overseen by the SEC based in Denton, TX. It reports $434.7 million in regulatory assets under management and employs 6 people.
Grunden Financial Advisory, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Ashley Ragan Control | President And Cco | 25-50% | 2024 |
| Ricky Lee Grunden Control | Ceo | 50-75% | 2024 |
| Susannah Marie Thomas | Vice President | 10-25% | 2024 |
Frequently asked questions
How much does Grunden Financial Advisory, Inc. manage?
Grunden Financial Advisory, Inc. reports $434.7 million in regulatory assets under management on its Form ADV.
How many employees does Grunden Financial Advisory, Inc. have?
Grunden Financial Advisory, Inc. reports 6 employees.
Where is Grunden Financial Advisory, Inc. located?
Grunden Financial Advisory, Inc. is based in Denton, TX.
Does Grunden Financial Advisory, Inc. disclose fund performance?
Grunden Financial Advisory, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 515 South Carroll Blvd, Denton, TX 76201 |
| Office hours | 8:00-5:00 |
| Discloses disciplinary history | No |
Regulatory AUM
$434.7MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$434.7Mregulatory AUM
Discretionary $434.7M