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GRANITE HARBOR ADVISORS, INC.
CRD 179523 · SEC 801-110558
10603 WEST SAM HOUSTON PARKWAY NORTH, SUITE 450, HOUSTON, TX, 77064, United States
Phone
832-461-0789
Fax
832-478-5414
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$642.1M
Discretionary AUM
$635.8M
Team
12 total employees; 6 advisory reps; 18 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Corporation
Filing date
2026-05-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 262 | $99.8M |
| High net worth individuals | 154 | $486.7M |
| Pooled investment vehicles | 3 | $20.2M |
| Pension/profit sharing plans | 5 | $6.3M |
| Corporations/business entities | 7 | $11.1M |
States served
LA, WI, TX, NH
All web addresses on file
- HTTPS://WWW.LINKEDIN.COM/IN/BRIANWSAK/
- HTTPS://WWW.FACEBOOK.COM/GRANITEHARBORADVISORS
- HTTPS://WWW.LINKEDIN.COM/IN/NICHOLAS-BROWN-74525150/
- HTTP://WWW.GRANITEHARBORADVISORS.COM
- HTTPS://WWW.LINKEDIN.COM/IN/TIMSMITH4/
- HTTP://WWW.GRANITEHARBOR.COM
- https://www.youtube.com/@graniteharboradvisors7862/
- https://www.linkedin.com/company/granite-harbor-advisors/
- https://www.linkedin.com/in/holly-mz-williams/
- https://www.linkedin.com/in/bethaniebaker/
- https://www.linkedin.com/in/tasha-slawson/
- https://www.linkedin.com/in/tom-kelley-mba-41663b18/
- https://www.graniteharborgroup.com
- https://x.com/GHAdvisors
- https://www.linkedin.com/in/emileniyonkuru/
- https://www.linkedin.com/in/cameronmcilhenny/
- https://www.linkedin.com/in/sarah-seefeldt-864989318/
- https://www.linkedin.com/in/morganschweitzerkeith/
- https://www.linkedin.com/in/jared-virgadamo-crpc%C2%AE-cfs%C2%AE-771a7a57/
- https://www.linkedin.com/in/courtney-synnott-96682599/
- https://www.linkedin.com/in/derek-j-taylor/
- HTTPS://WWW.LINKEDIN.COM/IN/SHAWDALE/
Official SEC filing: View on IAPD