Granite Group Advisors, Llc
- Regulatory AUM
- $830M
- Discretionary
- $425M
- Clients
- 170
- Avg AUM / client
- $4.9M
- Accounts
- 829
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 122 | $393M | 47.4% |
| Investment companies | 2 | $13.0M | 1.57% |
| Pooled investment vehicles (non-investment companies) | 1 | $621K | 0.07% |
| Pension and profit sharing plans | 2 | $39.2M | 4.73% |
| Charitable organizations | 5 | $28.9M | 3.48% |
| Corporations and other businesses | 1 | $1.5M | 0.18% |
| Other | 37 | $353M | 42.5% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Granite Group 401(k) Pep Granite Group Retirement Llc | 2024 | |
| Morley Companies, Inc. 401(k) Profit Sharing Plan & Trust Morley Companies, Inc. | 2024 | |
| Afs Usa 403(b)plan Afs Usa | 2024 | |
| Louis Padnos Iron & Metal Company Savings And Retirement Plan Louis Padnos Iron & Metal Company | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lyle Blystone Himebaugh | Managing Member | Jul 2003 (23y) | 50% – 75% | |
| Zipkis, Richard, Craig | Member Chief Compliance Officer | Oct 2004 (22y) | 50% – 75% | |
| Eamon Hugh Moran | Registered representative | Mar 2026 (0y) |
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.
Retirement plans served (4)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Granite Group 401(k) Pep | Granite Group Retirement Llc | 239 | $21.2M | 01/01/2024 |
| Morley Companies, Inc. 401(k) Profit Sharing Plan & Trust | Morley Companies, Inc. | 1,758 | $46.9M | 01/01/2024 |
| Afs Usa 403(b)plan | Afs Usa | 134 | $23.6M | 01/01/2024 |
| Louis Padnos Iron & Metal Company Savings And Retirement Plan | Louis Padnos Iron & Metal Company | 928 | $103M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 996 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
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- RBC $286M (34% of AUM) Mar 2026
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 26, 2026.
View current Form ADV (SEC/IAPD) ↗