Granite Harbor Advisors, Inc.
Granite Harbor Advisors, Inc. is a Houston, Texas-based investment advisory firm specializing in evidence-based asset management, holistic financial planning, and advanced life insurance strategies. Established in 2013, the firm has experienced rapid growth, expanding from 5 employees and $50 million AUM in 2014 to approximately 15-16 employees and over $600 million AUM by 2025. Granite Harbor serves individuals, families, business owners, and institutions, with particular strength in customized portfolio design, exit planning, and private market investments. The firm emphasizes continuity and personalized service, maintaining a consistent staff-to-client ratio to deliver distinctive wealth management solutions.
Investment Strategy
Granite Harbor Advisors employs a strategic, evidence-based approach to investment management that integrates financial and economic research, rather than opinion and emotion. The firm prioritizes tax efficiency, global diversification, and disciplined portfolio construction to help clients achieve specific financial goals. Investing rationally and efficiently, Granite Harbor collaborates actively with clients' tax professionals and other advisors to create customized portfolios, tailoring solutions for wealth accumulation, retirement, legacy planning, and business transitions. Its process includes comprehensive discovery, goal articulation, analysis, design, execution, and active ongoing management with periodic reviews.
Top Holdings
Equity Positions (128)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QQQ | INVESCO QQQ TR | 8.55% | $20.3M | 33,861 | $341.14 | $600.37 | +$1.8M |
A AGG | ISHARES TR | 6.23% | $14.8M | 147,856 | $97.89 | $100.25 | +$3.0M |
I IVV | ISHARES TR | 4.74% | $11.3M | 16,840 | $386.00 | $669.30 | +$154.5K |
N NVDA | NVIDIA CORPORATION | 4.47% | $10.6M | 56,986 | $39.12 | $186.58 | +$1.7M |
M MUB | ISHARES TR | 4.19% | $10.0M | 93,508 | $105.93 | $106.49 | +$179.0K |