# Graves Light Lenhart

Graves Light Lenhart is a Bank / Wealth / Trust based in Harrisonburg, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Harrisonburg, United States
- **Region:** North America
- **Address:** Harrisonburg, VA, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** gllwealth.com
- **LinkedIn:** https://www.linkedin.com/company/graves-light-lenhart-private-wealth-management

## Regulatory record

- **CRD number:** 298283
- **SEC file number:** 801-113908
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-30T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/298283

## About

Graves Light Lenhart was launched in 2018 by Jason Lenhart, Sarah Graves, and John Light as a registered investment adviser in Harrisonburg, Virginia. The founding team structured the practice to serve a mixed client base of individuals, pension plans, and operating businesses across the Shenandoah Valley region. Its wealth-origin story is tied to practitioner-led asset management rather than a single family fortune. GLL's strategy emphasizes traditional wealth management supplemented by private-market exposure. The firm offers discretionary portfolio construction alongside non-discretionary advisory services, spanning public equities, fixed income, real estate, and private credit. Its geographic focus remains concentrated in Virginia, with a client book that includes local pension funds and closely held businesses. Direct real estate sourcing and manager selection in the middle-market credit space appear to anchor the alternatives allocation, though specific fund names or portfolio companies are not publicly disclosed. The firm operates from a single office in Harrisonburg. Team size and aggregate deployments are not publicly reported, reflecting the private nature of a boutique RIA. No philanthropic foundations, club memberships, or adjacent operating vehicles are disclosed in public records. In September 2024, the firm maintained its SEC registration and ADV filing with no material disciplinary history, consistent with a steady-state advisory practice serving its regional base. Structurally, Graves Light Lenhart differentiates by embedding private real estate and credit allocations within a planning-first RIA framework. Most firms at its scale outsource alternatives entirely; GLL appears to integrate them as a core component of client portfolios rather than a peripheral sleeve. This architecture lets the firm treat direct property and credit deals as planning tools — a posture that aligns more closely with a family-office approach than a standard retail advisory shop.

## Sectors

- Real Estate
- Private Credit

## People

- Jason Lenhart — Co-Founder
- Sarah Graves — Co-Founder
- John Light — Co-Founder

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

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