Frank Grinnell
Grinnell Capital · Park City, Utah
Frank Grinnell is a fee-only financial advisor at Grinnell Capital in Park City, Utah. Frank charges a percentage of assets (0.5% a year on the first tier of assets managed and a $100,000 asset minimum).
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Facts
| Firm | Grinnell Capital |
|---|---|
| Based in | Park City, Utah |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.5% a year on the first tier of assets managed · A $100,000 asset minimum |
| Assets under management | $10.1M across 23 accounts |
| SEC registration | Investment adviser representative in CA, CO, ID, TX, UT · CRD 4246539 |
| Exams passed | Series 63 (2000) · Series 65 (2002) · Series 66 (2015) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.grinnellcapital.com |
| Profile |
How Frank's firm compares
- Grinnell Capital's average account is about $439,000, from its Form ADV (assets managed divided by 23 accounts).
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Questions about Frank
Is Frank Grinnell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Frank holds no broker registration, and Grinnell Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Frank charge for financial advice?
Frank charges a percentage of assets.
How much does Frank charge?
According to Grinnell Capital's website, checked October 30, 2026: 0.5% a year on the first tier of assets managed; a $100,000 asset minimum.
Where is Frank Grinnell based?
Frank Grinnell is based in Park City, Utah.
Is Frank Grinnell registered with the SEC?
Yes. Frank Grinnell is registered as an investment adviser representative in CA, CO, ID, TX and UT (CRD 4246539), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Grinnell Capital manage?
Grinnell Capital reports $10.1M across 23 accounts in assets under management.
How do I contact Frank Grinnell?
Through Frank's website, www.grinnellcapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Grinnell Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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