Investment adviser · CRD 313171
GROVE POINT ADVISORS, LLC
Investment adviser filing (IA)
ROCKVILLE, MD, United States · Form ADV filed Jul 1, 2025
- Regulatory AUM
- $2.47B Form ADV · Item 5.F
- Client accounts
- 9,556 Accounts, not individual clients
- Employees
- 389 Reported in this filing
- Advisory professionals
- 264 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 6,214 | $1,526,516,201 | 61.8% |
| High-net-worth individuals | 421 | $904,006,108 | 36.6% |
| Corporations & businesses | 28 | $20,910,242 | 0.8% |
| Retirement plans | 13 | $11,603,696 | 0.5% |
| Charities | 12 | $7,311,670 | 0.3% |
Filing source
Form ADV 2001207 · Jul 1, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 1, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed · Performance-based
Principal office
2440 RESEARCH BLVD, SUITE 500ROCKVILLE, MD, 20850, United States
CRD 313171
Filing source
Form ADV 2001207 · Jul 1, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.