Grid 202 Llc
- Regulatory AUM
- $137M
- Discretionary
- $137M
- Clients
- 91
- Avg AUM / client
- $1.5M
- Accounts
- 228
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Asset allocation (SMA assets by investment type)
as of Mar 27, 2026Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 49 | $9.5M | 6.97% |
| High net worth individuals | 29 | $77.5M | 56.8% |
| Charitable organizations | 13 | $49.6M | 36.3% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Keith Leon Beverly | Managing Member/Chief Compliance Officer | CFP CFA | Oct 2018 (8y) | 75% or more |
| Willie Gunter Gholston | Registered representative | CFA | Dec 2023 (3y) | |
| Cindy Yorlenis Mota Rios | Registered representative | CFP | Feb 2025 (1y) | |
| Jennifer Goodwin | Registered representative | Mar 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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) | 03/27/2026 | 1.06 MB | 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
- • Portfolio management for pooled investment vehicles
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $118M (86% of AUM) Mar 2026
- Mtg, Llc $1.5M (1% of AUM) Mar 2025
- Truist Financial Corp $116K (0% of AUM) Mar 2026
- Altruist Financial $116K (0% 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: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗