# G&H Investments

G&H Investments is a Bank / Wealth / Trust based in Leola, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Leola, United States
- **Region:** North America
- **Address:** Lancaster, PA, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** gross-investments.com

## Regulatory record

- **CRD number:** 317722
- **SEC file number:** 801-122984
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/317722

## About

G&H Investments was established in 2021 and is headquartered in Lancaster, Pennsylvania. The firm operates as a registered investment advisor, providing financial planning, retirement planning, and discretionary portfolio management services. Its client base includes individuals, high-net-worth individuals, banks, investment companies, and business entities, according to its regulatory filings. The firm's investment strategy centers on constructing and managing portfolios tailored to individual client goals. G&H Investments offers ongoing portfolio management services, selecting securities and adjusting allocations based on client circumstances and market conditions. The firm's regulatory disclosures indicate it provides advice on equities, fixed income, and mutual funds, though public details on specific holdings or structured products are not disclosed. G&H Investments is a small, locally focused firm. Its ADV filing notes it has fewer than five employees who perform investment advisory functions. The firm does not disclose assets under management publicly, nor has it announced institutional fundraises, major hires, or office expansions since its founding. As a Pennsylvania-registered RIA operating below the $100 million regulatory threshold that requires quarterly 13F filings, G&H Investments' portfolio composition remains private. The firm occupies the classic local wealth advisor niche — serving a concentrated, relationship-driven client base rather than marketing institutional-scale investment products or publishing thought leadership.

## Questions

### What services does G&H Investments provide?

G&H Investments provides financial planning, retirement planning, and discretionary portfolio management. The firm constructs and manages portfolios of equities, fixed income, and mutual funds for individuals, high-net-worth individuals, and institutional clients including banks and business entities, per its SEC registration.

### Does G&H Investments disclose its assets under management?

No. G&H Investments does not publicly disclose its assets under management. As a smaller RIA, the firm is not required to file quarterly 13F reports with the SEC, which apply to advisors managing over $100 million in equities. Its AUM remains private.

### What investment strategies does G&H Investments employ?

G&H Investments provides discretionary portfolio management, selecting individual securities and adjusting allocations over time. The firm's regulatory filings list equities, fixed income, and mutual funds as the primary asset classes used in client portfolios. Specific investment strategies, performance figures, or sector allocations are not publicly disclosed.

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Last updated: 2026-06-03T20:00:00.000Z

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