RIA Intel›Advisers›Indiana›GRIMALDI INVESTMENT SERVICES, LLC

GRIMALDI INVESTMENT SERVICES, LLC

Advisory

Data as of Feb 5, 2026 · Source: SEC Form ADV

Average account

$675K

across 22 accounts

AUM per adviser

$15M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 5, 2026.

Total AUM

$15M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$15M

Discretionary AUM$15M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients22

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIN

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

22 clients

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

See plansIncluded with the Intelligence plan

Advisers of similar size in IN

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

THE OTHER 90 FINANCIAL, LLC

$15M

VITALITY WEALTH PLANNING LLC

$15M

FORTRESS CAPITAL ADVISORS LLC

$14M

CAMARGO ADVISERS, LLC

BEVERLY SHORES, IN

$15M

-87.2% 1Y

SYCOMORE FINANCIAL LLC

$14M

SEEK & FIND FINANCIAL, LLC

CHESTERTON, IN

$14M

Get the full picture on GRIMALDI INVESTMENT SERVICES, LLC

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

Create a free account →See plans