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GRANTHAM POOLE ADVISORS, LLC

Advisory

RIDGELAND, MS

Data as of Jul 27, 2026 · Source: SEC Form ADV

Rank in MS
#50
of 60 advisers by AUM
Average account
$1M
across 72 accounts
AUM per adviser
$45M
2 advisers

Source: SEC Form ADV. Figures as filed Jul 27, 2026.

Total AUM
$90M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$90M
Discretionary AUM$62M
Non-Discretionary AUM$28M
Discretionary %69%
Total Clients36
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InLA, MS
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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