Grp Financial Services, Llc
- Regulatory AUM
- $155M
- Discretionary
- $155M
- Clients
- 846
- Avg AUM / client
- $184K
- Accounts
- 1,972
- Employees
- 16
AUM over time
Annual snapshots from Form ADV filings · as of Jan 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 798 | $102M | 66.0% |
| High net worth individuals | 48 | $52.8M | 34.0% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Harrington, Brittany, T | Chief Compliance Officer | Sep 2024 (2y) | Less than 5% | |
| Nathan Nichols | Managing Principal | Sep 2024 (2y) | 75% or more | |
| Brooks Hubbell Riley | Registered representative | Oct 2024 (2y) | ||
| Jacob Daniel Coan | Registered representative | Oct 2024 (2y) | ||
| Lance Kenneth James Harder | Registered representative | Oct 2024 (2y) | ||
| John Cameron Bandstra | Registered representative | Jan 2026 (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) | 01/26/2026 | 1.02 MB | 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $154M (99% of AUM) Jan 2026
- Fidelity Investments $760K (0% of AUM) Jan 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: Jan 26, 2026.
View current Form ADV (SEC/IAPD) ↗