RIA Intel›Advisers›Maryland›GRIGG FINANCIAL, LLC

GRIGG FINANCIAL, LLC

Advisory

TIMONIUM, MD

Data as of May 14, 2026 · Source: SEC Form ADV

Rank in MD

#423

of 468 advisers by AUM

Average account

$219K

across 294 accounts

AUM per adviser

$32M

2 advisers

Source: SEC Form ADV. Figures as filed May 14, 2026.

Total AUM

$64M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$64M

Discretionary AUM$64M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients253

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InDE, MD

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

253 clients

29 high-net-worth

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

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