Granite Fo, Llc
- Regulatory AUM
- $866M
- Discretionary
- $866M
- Clients
- 70
- Avg AUM / client
- $12.4M
- Accounts
- 70
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 62 | $822M | 95.0% |
| Charitable organizations | 8 | $43.3M | 5.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Golub Corporation Employees Retirement Plan Golub Corporation | 2024 | |
| Golub Corporation Qualified Security Plan Golub Corporation | 2024 | |
| The Cooper Companies, Inc. Retirement Income Plan The Cooper Companies, Inc. | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Greg Blaney Reidy | Founder/Managing Director And Chief Compliance Officer | Mar 2022 (4y) | 75% or more | |
| Dara K Johnson | Registered representative | Jun 2023 (3y) | ||
| Nicholas James Bertha | Registered representative | Jun 2023 (3y) |
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.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Golub Corporation Employees Retirement Plan | Golub Corporation | 5,711 | $366M | 04/29/2024 |
| Golub Corporation Qualified Security Plan | Golub Corporation | 14 | $15.3M | 04/29/2024 |
| The Cooper Companies, Inc. Retirement Income Plan | The Cooper Companies, Inc. | 1,382 | $161M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 942 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Pershing $866M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗