Gr Financial Group, Llc
- Regulatory AUM
- $1.1B
- Discretionary
- $1.1B
- Clients
- 1,553
- Avg AUM / client
- $678K
- Accounts
- 2,552
- Employees
- 10
AUM over time
Annual snapshots from Form ADV filings · as of Apr 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,258 | $410M | 38.9% |
| High net worth individuals | 290 | $637M | 60.5% |
| Corporations and other businesses | 5 | $6.0M | 0.57% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lynsey Marie Richter | Managing Member, President | Feb 2015 (11y) | 25% – 50% | |
| Benjamin Scott Genzman | Managing Member, Vice President | Feb 2015 (11y) | 25% – 50% | |
| Ryan Scott Genzman | Managing Member, Vice President | Feb 2015 (11y) | 25% – 50% | |
| Mitchell, Tina, Louise | Chief Compliance Officer | Sep 2023 (3y) | Less than 5% | |
| Scott Douglas Genzman | Registered representative | Dec 2014 (12y) | ||
| Sandra Lynn Widmer | Registered representative | Feb 2015 (11y) | ||
| Jamie Deann Gonzales | Registered representative | Aug 2023 (3y) | ||
| Adam Thomas Mc Carty | Registered representative | Feb 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/30/2026 | 979 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
- • Other fees
- • TECHNOLOGY FEE
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- National Financial Services (Fidelity) $1.1B (100% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 30, 2026.
View current Form ADV (SEC/IAPD) ↗