# Grandview Asset Management

Grandview Asset Management is a Bank / Wealth / Trust based in Harrisburg, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Harrisburg, United States
- **Region:** North America
- **Address:** Harrisburg, PA, United States
- **Founded:** 1965
- **Assets under management:** Undisclosed
- **Website:** grandviewassetmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/grandview-asset-management

## Regulatory record

- **CRD number:** 172357
- **SEC file number:** 801-108096
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-17T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/172357

## About

Grandview Asset Management formed in 2006 as a Pennsylvania-chartered registered investment adviser, anchoring its practice in Harrisburg. The firm's founding and ownership structure are not publicly detailed, consistent with the privately held, partnership-style wealth managers that characterize the mid-Atlantic advisory market. It advises individuals, high-net-worth families, trusts, and corporate accounts — a client mix typical of regional RIAs that operate outside the wirehouse ecosystem. The firm's service model centers on integrated financial planning and discretionary portfolio management, with an emphasis on retirement-income strategies. Asset-class exposure spans public equities, fixed income, and mutual fund or ETF sleeves, assembled through third-party custody rather than proprietary products. The geographic footprint concentrates on central Pennsylvania; there is no public record of satellite offices or expansion into adjacent states. Grandview does not disclose individual client portfolios or publicly traded holdings. The firm's Form ADV filings, which RIAs update annually with the SEC, would provide the formal headcount, regulatory disclosures, and assets under advisement — none of which the firm has published voluntarily on its own website or through media channels. September 2023: The firm maintained its SEC registration as an active RIA, per public IAPD records. Grandview's structural differentiator is its regional density. The absence of a disclosed succession plan or multi-generational partnership announcement is itself a structural fact for a firm approaching its third decade.

## Questions

### What is Grandview Asset Management's asset base?

The firm does not publicly disclose assets under management or assets under advisement. Many regional RIAs of Grandview's vintage operate below the $100 million threshold that triggers heightened SEC reporting brackets, but no specific figure can be verified from public sources currently available.

### How is Grandview Asset Management structured from a succession standpoint?

Grandview has not publicly communicated a succession plan, partnership transition, or next-generation leadership structure. For a firm approaching its third decade, the absence of disclosed succession architecture is a relevant structural consideration for long-term client relationships.

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Last updated: 2026-08-11T02:43:31.692Z

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