Griffin Black, Llc
- Regulatory AUM
- $356M
- Discretionary
- $356M
- Clients
- 171
- Avg AUM / client
- $2.1M
- Accounts
- 698
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Jul 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 77 | $35.4M | 9.97% |
| High net worth individuals | 94 | $313M | 87.9% |
| Pension and profit sharing plans | Fewer than 5 clients | $3.5M | 0.97% |
| Charitable organizations | Fewer than 5 clients | $3.9M | 1.09% |
| Other | Fewer than 5 clients | $68.3K | 0.02% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Coleman, Robert, Griffin | Trustee | Mar 1997 (29y) | ≈ 28.13% – 75% via Coleman Beule Family Revocable Trust | |
| Jane Beule | President | CFP | Mar 1997 (29y) | ≈ 28.13% – 75% via Coleman Beule Family Revocable Trust |
| George, Manju, Marie | Chief Compliance Officer | Jan 2024 (3y) | Less than 5% | |
| Terrence Francesco Palazzolo | Registered representative | CFP | Jun 2020 (6y) | |
| Soumyalakshmi Parasuraman | Registered representative | CFP | Sep 2025 (1y) | |
| Kyla Sy Cip | Registered representative | Feb 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Griffin Black Holdings, Inc. | Managing Member | Jun 2024 | A | 75% or more |
| Coleman Beule Family Revocable Trust | Owner | Jun 2024 | B | ≈ 56.25% – 100% via Griffin Black Holdings, Inc. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Coleman, Robert, Griffin: 50% – 75% of Coleman Beule Family Revocable Trust × 75% – 100% of Griffin Black Holdings, Inc. × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Jane Beule: 50% – 75% of Coleman Beule Family Revocable Trust × 75% – 100% of Griffin Black Holdings, Inc. × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Coleman Beule Family Revocable Trust: 75% – 100% of Griffin Black Holdings, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
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) | 03/26/2026 | 983 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Truist Financial Corp $241M (68% of AUM) Mar 2026
- Altruist Financial $241M (68% of AUM) Mar 2026
- Pershing $114M (32% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Jul 24, 2026.
View current Form ADV (SEC/IAPD) ↗