Grant Kerger
Peregrine Asset Advisers · Portland, Oregon
Grant Kerger is a fee-only financial advisor at Peregrine Asset Advisers in Portland, Oregon. Grant charges a percentage of assets (1% a year on the first tier of assets managed) and focuses on family wealth transfer.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Peregrine Asset Advisers |
|---|---|
| Based in | Portland, Oregon |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Assets under management | $611.0M across 476 accounts |
| SEC registration | Investment adviser representative in CA, OR, WA · CRD 4694382 |
| Exams passed | Series 65 (2003) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.peregrineaa.com |
| Profile |
How Grant's firm compares
- Peregrine Asset Advisers's average account is about $1.3 million, from its Form ADV (assets managed divided by 476 accounts).
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Questions about Grant
Is Grant Kerger a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Grant holds no broker registration, and Peregrine Asset Advisers reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Grant charge for financial advice?
Grant charges a percentage of assets.
How much does Grant charge?
According to Peregrine Asset Advisers's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Where is Grant Kerger based?
Grant Kerger is based in Portland, Oregon.
What does Grant specialize in?
Grant's specialties include family wealth transfer. Grant works with multi-generational families.
Is Grant Kerger registered with the SEC?
Yes. Grant Kerger is registered as an investment adviser representative in CA, OR and WA (CRD 4694382), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Peregrine Asset Advisers manage?
Peregrine Asset Advisers reports $611.0M across 476 accounts in assets under management.
How do I contact Grant Kerger?
Through Grant's website, www.peregrineaa.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
- Peregrine Asset Advisers 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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