Granville Deposit

Granville Capital has a strong reputation with no disciplinary alerts, indicating a clean regulatory history.

The firm maintains a low advisor-to-client ratio, which allows for personalized attention and tailored investment strategies.

Granville Capital offers a range of financial planning services, helping clients with various life goals such as retirement and estate planning.

The firm has identified conflict alerts related to 12b-1 fees and performance-based fees, which may create potential biases in investment recommendations.

As a registered investment advisor, Granville Capital may not always act as a fiduciary, depending on the context of their services, potentially impacting client interests.

The firm's focus on high-net-worth clients might limit accessibility for average investors seeking financial advisory services.