Ollie Grant Private Wealth, Llc
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 332010
· Evansville, IN
· www.olliegrantprivatewealth.com
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ADV data as of Aug 17, 2026
- Regulatory AUM
- $11.8M
- Discretionary
- $11.8M
- Clients
- 1
- Avg AUM / client
- $11.8M
- Accounts
- 4
- Employees
- 4
AUM over time
$5.8M
$11.8M
Feb 6, 2026
Aug 17, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | Fewer than 5 clients | $134K | 1.14% |
| Pooled investment vehicles (non-investment companies) | 1 | $11.6M | 98.9% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ryan Kennedy Foncannon | Registered representative | Oct 2024 (2y) | ||
| Andre Simeon Green | Registered representative | Aug 2025 (1y) | ||
| Kyle Lucianna | Registered representative | Feb 2026 (1y) |
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) | 02/06/2026 | 1.04 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
- • Commissions
- • Performance-based fees
Services
- • Financial planning 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
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 17, 2026.
View current Form ADV (SEC/IAPD) ↗