Founding Partner · Granite Harbor Advisors, Inc.
Timothy B. Smith
CRD 2758223 · Named on Form ADV at one SEC-registered adviser
At a glance
Granite Harbor Advisors, Inc., an SEC-registered wealth manager based in Houston, TX with $642 million in regulatory assets, lists Timothy B. Smith on its Form ADV as Founding Partner, a control person.
Firms and roles
- Granite Harbor Advisors, Inc.Founding PartnerWealth manager · Houston, TX · $642M in regulatory assets
AtlasMembers
Timothy’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Nicholas M. BrownManaging Partner, Granite Harbor Advisors, Inc.
- Brian W. SakManaging Partner, Granite Harbor Advisors, Inc.
- Latasha L. SlawsonChief Compliance Officer, Granite Harbor Advisors, Inc.
- Derek J. TaylorManaging Partner, Granite Harbor Advisors, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Timothy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.