Grant Capital
Grant Capital is a private wealth management firm founded in 2022 in Overland Park, Kansas, providing quantitative investment management and full-spectrum wealth advisory services to HNW and UHNW individuals, families, and business owners nationwide through Commonwealth Financial Network.
- Company typePrivate
- Founded2022
- HeadquartersOverland Park, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
Grant Capital firmographics
Firmographics- Name
- Grant Capital
- Legal name
- Grant Capital
- Website
- https://grantcapital.net
- Company type
- Private
- Founded year
- 2022
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Grant Capital is a private wealth management firm founded in 2022 in Overland Park, Kansas, providing quantitative investment management and full-spectrum wealth advisory services to HNW and UHNW individuals, families, and business owners nationwide through Commonwealth Financial Network.
- Ownership category
- akta.pro rank
Grant Capital industry classification
Industry- Product category
- Wealth Management
- NAICS
- Other Investment Pools and Funds (5259), Grantmaking and Giving Services (8132), Grantmaking and Giving Services (81321)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Philanthropy & Foundations Advisory (Donor-Advised Funds, Endowments) (FSAAABAH)
- akta.pro secondary industries
- Charitable Giving & Philanthropic Trust Advisory (FSAEAKAH), Philanthropic & Charitable Trust Services (FSAAANAI), Grantmaking & Philanthropic Funds (Institutional Donors) (BPADAOAB), Endowments (Universities, Foundations, Nonprofits) (FSAAAGAC)
Keywords
Where Grant Capital is headquartered
LocationHeadquarters
- HQ city
- Overland Park
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Grant Capital business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Advisory Services: Grant Capital provides fee-based advisory services through Commonwealth Financial Network, a Registered Investment Adviser. Revenue is generated through advisory fees, likely based on assets under management (AUM).
- Wealth Management Services: Full-spectrum wealth management services including investment management, estate planning, tax planning, charitable planning, insurance protection, and lifestyle advisory generate revenue through comprehensive planning engagements.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Private Wealth Solutions - Full-service wealth management |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels5 records
Grant Capital product offering
Product offeringCore offering
Grant Capital provides comprehensive wealth management services for high-net-worth and ultra-high-net-worth families, combining a proprietary quantitative investment management strategy with holistic financial planning. Core offerings include investment management, estate planning, tax planning, charitable planning, legacy planning, insurance protection, lifestyle advisory, and corporate solutions delivered through a white-glove, fiduciary advisor model.
Product overview
Grant Capital offers a unified wealth management platform combining proprietary quantitative investment management with full-spectrum advisory services. The core offering integrates Investment Management (using a four-factor quantitative strategy: Quality, Low Volatility, Dividend Yield, and Momentum) with coordinated services including Estate Planning, Year-End Tax Planning, Legacy Planning, Charitable Planning, Insurance Protection, Lifestyle Advisory, and Corporate Solutions. Private Wealth Solutions serves as the comprehensive wrapper that combines all services for clients seeking a concierge experience. Services are coordinated to ensure investment decisions align with tax, estate, charitable, and lifestyle objectives.
Differentiator
Problem solved
Functional benefit
Products and services
- Investment Management
- Estate Planning
- Year-End Tax Planning
- Legacy Planning
- Charitable Planning
- Insurance Protection
- Lifestyle Advisory
- Corporate Solutions
- Private Wealth Solutions
Quantifiable outcome
- Strong long-term portfolio performance through disciplined quantitative investing
- +1 more outcomes
Companies that use Grant Capital
Customer profileNamed customers4 records
Segments4 records
Ideal customer profiles2 records
Grant Capital technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Grant Capital partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- Commonwealth Financial NetworkcoreGrant Capital operates as a Registered Investment Adviser through Commonwealth Financial Network, a member FINRA/SIPC. Commonwealth provides brokerage services, regulatory infrastructure, and platform services that enable Grant Capital to deliver advisory services to clients.
- Integrated Equity Management Partners (IEMP)coreNorman Grant serves as Managing Director of Grant Capital and Partner of Integrated Equity Management Partners. IEM is the parent firm serving approximately $1.3 billion in assets under advisement across 46 states. IEM provides the broader network and infrastructure for Grant Capital's operations.
Scale indicators6 records
Recent moves6 records
Expansion highlights5 records
Grant Capital competitors and assessment
Company assessmentDirect peers
- Creative Planning: One of the largest independent RIAs in the U.S., offering comprehensive wealth management, investment management, tax, and estate planning to HNW/UHNW clients. Directly comparable on client segment, full-spectrum service model, and fee-based AUM business.
- Moneta Group: Independent RIA serving HNW and UHNW families with integrated investment, tax, estate, and retirement planning. Comparable in client segment, integrated wealth management approach, and fee-based AUM model.
- Hightower Advisors: National RIA platform serving HNW/UHNW clients with comprehensive wealth management, investment advisory, and concierge-level services. Directly comparable on client segment, service breadth, and advisor-centric model.
- Mercer Advisors: National RIA providing comprehensive wealth management, investment management, tax, estate, and trust services to HNW/UHNW households. Comparable in target client, full-spectrum offering, and integrated wealth planning model.
- Carson Group: National wealth management firm serving HNW individuals and families with holistic financial planning, investment management, and advisor support services. Comparable in serving HNW/UHNW clients with a coordinated wealth management approach.
- Integrated Equity Management Partners: Parent firm of Grant Capital, serving ~$1.3B in assets under advisement across 46 states with 926+ households. Most directly comparable as the underlying HNW/UHNW wealth management platform in which Grant Capital operates.
- Mariner Wealth Advisors: Large national RIA providing comprehensive wealth advisory, investment management, tax, estate, and retirement planning to HNW/UHNW individuals and families. Comparable in target client segment, full-service model, and growth via advisor acquisition.
- Sanctuary Wealth: Independent wealth management platform partnering with elite HNW/UHNW advisors, providing compliance, operations, and investment infrastructure. Comparable as a partner-platform model for high-end independent advisors.
Broad incumbents
- Edward Jones: Large U.S. wealth management and brokerage firm where Norman Grant and several Grant Capital team members previously worked. Comparable as a HNW-focused traditional wealth management franchise, though far larger and broader in scope.
- Commonwealth Financial Network: Large independent broker-dealer and RIA platform through which Grant Capital delivers advisory services. Comparable as a wealth management infrastructure provider serving HNW advisors and clients nationwide.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Grant Capital social profiles
Digital presenceGrant Capital financial estimates
Financial estimateRevenue estimate
Valuation estimate
Grant Capital leadership team
Management profileNumber of profiles
Profiles7 records
Grant Capital funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Grant Capital M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Grant Capital
What does Grant Capital do?
Grant Capital provides comprehensive wealth management services for high-net-worth and ultra-high-net-worth families, combining a proprietary quantitative investment management strategy with holistic financial planning. Core offerings include investment management, estate planning, tax planning, charitable planning, legacy planning, insurance protection, lifestyle advisory, and corporate solutions delivered through a white-glove, fiduciary advisor model.
Is Grant Capital a public or private company?
Grant Capital is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Grant Capital founded?
Grant Capital was founded in 2022. It employs 1 to 10 people.
Where is Grant Capital based?
Grant Capital is headquartered in Overland Park, United States, in the North America region.
How does Grant Capital make money?
Two revenue lines are on record. Advisory Services are the primary driver. The others are wealth Management Services.
Who are Grant Capital's main competitors?
Direct peers on record are Creative Planning, Moneta Group, Hightower Advisors, Mercer Advisors, Carson Group, Integrated Equity Management Partners, Mariner Wealth Advisors and Sanctuary Wealth. Broad incumbents are Edward Jones and Commonwealth Financial Network.
Does Grant Capital have an API?
No public API is recorded for Grant Capital.
What industry is Grant Capital in?
Grant Capital's product category is Wealth Management. Its primary akta.pro industry code is FSAAABAH, Philanthropy & Foundations Advisory (Donor-Advised Funds, Endowments), with a secondary code of FSAEAKAH, Charitable Giving & Philanthropic Trust Advisory. Its NAICS code is 5259 and its SIC code is 6282.