SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Granite Harbor Advisors, Inc.
Houston, TX
CRD 179523
Firm filing updated August 10, 2026 ·
- $642.1MAssets
- 6Advisory staff
- 1,068Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Performance-based feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- Individuals262
- High net worth individuals154
- Corporations or other businesses7
- Pension and profit sharing plans5
- Pooled vehicles3
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 262 | $99.8 million |
| High net worth individuals | 154 | $486.7 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $20.2 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $6.3 million |
| Charitable organizations | Fewer than 5 clients | $1.8 million |
| Insurance companies | Fewer than 5 clients | $16.2 million |
| Corporations or other businesses not listed above | 7 | $11.1 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 6 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$642.1 million
- Accounts1,068
- Discretionary$635.8 million · 1,063 accounts
- Non-discretionary$6.3 million · 5 accounts
People
- Employees12
- Advisory staff6
- Broker-dealer reps0
- Licensed insurance agents8
- Planning clients51 to 100
Advisors
10 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 179523, SEC file 801-110558.
- Registered with the SEC as an investment advisor (status date on record: May 30, 2017).
Is Granite Harbor Advisors, Inc. a fiduciary?
Short answer: Granite Harbor Advisors, Inc. is registered with the SEC as an investment advisor. Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
8 staff are licensed insurance agents and the firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.