Grandfield & Dodd, Llc
- Regulatory AUM
- $2.2B
- Discretionary
- $2.2B
- Clients
- 769
- Avg AUM / client
- $2.9M
- Accounts
- 1,763
- Employees
- 16
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 559 | $711M | 32.1% |
| High net worth individuals | 183 | $1.4B | 65.0% |
| Charitable organizations | 12 | $38.9M | 1.76% |
| Corporations and other businesses | 15 | $24.0M | 1.08% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cheryl Lee Grandfield | Member | CFA | Jan 2001 (26y) | 25% – 50% |
| Tae Gene Kim Cho | Member, Chief Compliance Officer | CFA | Jan 2005 (22y) | 25% – 50% |
| Jeffrey Thomas Stensven Macdonagh | Member | CFA | Jan 2011 (16y) | 25% – 50% |
| Andrea Sharkey Netcher | Member | CFA | Jan 2019 (8y) | 25% – 50% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/13/2026 | 919 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $1.8B (80% of AUM) Mar 2026
- BNY Mellon $118M (10% of AUM) Dec 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 13, 2026.
View current Form ADV (SEC/IAPD) ↗