RIA Intel›Advisers›Maryland›GROVE POINT ADVISORS, LLC

GROVE POINT ADVISORS, LLC

Advisory

N·ROCKVILLE, MD

Data as of Oct 31, 2024 · Source: SEC Form ADV

Total AUM

$2.5B

1-Year AUM Growth

+22.5%

3-Year CAGR

+6.0%

Employees

264

Assets Under Management

Total AUM$2.5B

Discretionary AUM$566M

Non-Discretionary AUM$1.9B

Discretionary %22.9%

Total Clients6,688

Team

Total Employees264

Investment Advisers389

Employee Growth (1Y)+1.6%

Filing History

Total Filings on Record19

First FilingMar 24, 2021

Latest FilingOct 31, 2024

🔒 Full AUM trend chart and 19 historical filings spanning 3+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on GROVE POINT ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.