RIA Intel›Advisers›Iowa›GRIT FAMILY OFFICE, LLC

GRIT FAMILY OFFICE, LLC

Advisory

CEDAR RAPIDS, IA

Data as of Mar 25, 2026 · Source: SEC Form ADV

Rank in IA

#126

of 154 advisers by AUM

Average account

$2M

across 50 accounts

AUM per adviser

$45M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM

$91M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$91M

Discretionary AUM$63M

Non-Discretionary AUM$28M

Discretionary %68.7%

Total Clients24

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIA

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

24 clients

19 high-net-worth

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

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

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FENCL ADVISORY SERVICES, LLC

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$102M

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