RIA Intel›Advisers›New Hampshire›GRANITE STATE CAPITAL MANAGEMENT, LLC

GRANITE STATE CAPITAL MANAGEMENT, LLC

Advisory

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account

$268K

across 34 accounts

AUM per adviser

$9M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$9M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$9M

Discretionary AUM$9M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients30

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNH, NY, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

30 clients

13 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in NH

Closest by assets under management. All figures from Form ADV.

MONADNOCK RETIREMENT SOLUTIONS, LLC

$9M

IT MATTERS FINANCIAL, LLC

$9M

SUNFLOWER FINANCIAL PLANNING, LLC

$9M

KD WEALTH MANAGEMENT LLC

HAMPTON, NH

$10M

COBB FINANCIAL, LLC

$8M

STRATTON CAPITAL MANAGEMENT, LLC

$8M

Get the full picture on GRANITE STATE CAPITAL MANAGEMENT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track GRANITE STATE CAPITAL MANAGEMENT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans