RIA Intel›Advisers›Wisconsin›RED GRANITE ADVISORS LLC

RED GRANITE ADVISORS LLC

Advisory

N·MILWAUKEE, WI

Data as of May 9, 2013 · Source: SEC Form ADV

Total AUM

$478M

1-Year AUM Growth

+14.7%

3-Year CAGR

+27.6%

Employees

6

Assets Under Management

Total AUM$478M

Discretionary AUM$443M

Non-Discretionary AUM$35M

Discretionary %92.7%

Total Clients—

Team

Total Employees6

Investment Advisers6

Employee Growth (1Y)—

Filing History

Total Filings on Record15

First FilingAug 4, 2006

Latest FilingMay 9, 2013

🔒 Full AUM trend chart and 15 historical filings spanning 7+ 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 RED GRANITE ADVISORS LLC

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