Ryan Addison Newkirk
Investment adviser representative at Granville Capital, Inc.
18 yearsExperience
1 stateRegistered in
$1.4BFirm assets
23 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Granville Capital, Inc.May 2022 to now
- Wells Fargo BankNov 2016 to May 2022
- Wells Fargo Clearing Services LLCNov 2016 to May 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2009 to Nov 2016
- Bank of America, N.AMar 2008 to Nov 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2002
- Series 63 · Uniform Securities Agent State Law2005
State registrations
Registered as an investment adviser representative in 1 state (NC).
Granville Capital, Inc.
$1.4BAssets managed
39Clients
5Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4568994
- Firm CRD
- 126679