Firm
Grinnell Capital
Park City, Utah
Fee-only
Grinnell Capital at a glance
- One of 107 fee-only firms based in Utah in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 2 employees and 24 individual clients, 15 of them high net worth.
- Its average account is about $439,000 (assets it manages divided by its 23 accounts).
Fee-only advisors in Utah · What fee-only advisors charge in Utah
Facts
| Based in | Park City, Utah |
|---|---|
| Website | grinnellcapital.com |
| Phone | (208) 954-0268 |
Grinnell Capital fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.5% a year on the first tier of assets |
|---|---|
| Account minimum | $100,000 |
| How it charges | Percentage of assets |
In the firm's words
"At 0.50% annually, our management fee is a fraction of what active management typically commands." source
"Minimum investment: $100,000." source
"At 0.50% annually, our management fee is a fraction of what active management typically commands." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $10 million |
| Individual clients | 9 |
| High-net-worth clients | 15 |
| Accounts managed | 23 |
| Employees | 2 |
| Planning clients | 0 |
| Registered with | The SEC (801-120358) |
| Financial planning | Offered |
| Form ADV filed | February 24, 2026 |
| SEC record | CRD 311742 |