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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

GROVE STREET FIDUCIARY, LLC

CRD 107703

PETERBOROUGH, NH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1e3d1422-45ea-374b-c388-cebffe125279

Data as of Mar 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 1
On other graphs: 0
Observed: Mar 7, 2012 to Mar 4, 2026
38 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $413MItem 5.F on the latest filing (2026-03-04); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $399M
Private client RAUM: $412MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $207Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,066
Individual clients: 108
High net worth clients: 184
SEC number: 801-43397
CRD: 107703
Filings on the tape: 38
First filed: Mar 7, 2012
Latest filed: Mar 4, 2026
Organised: Limited Liability Company, NH
Website: grovestreetfiduciary.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
CARL AMOS JOHNSON	Certified Financial Planner	PETERBOROUGH, NH	21	34	1	no
HAZEL ELIZABETH GROLLJAHN	Certified Financial Planner	PETERBOROUGH, NH	9	18	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CARL AMOS JOHNSON REVOCABLE TRUST	Owner	E	yes	07/2013	Mar 29, 2018	Nov 18, 2024
FORGET-ME-NOT BLUE TRUST	Owner	B	yes	01/2020	Mar 30, 2020	Nov 18, 2024
GROLLJAHN, HAZEL, ELIZABETH	Trustee	F	yes	01/2020	May 2, 2016	Nov 18, 2024
GROLLJAHN, HAZEL, ELIZABETH	CHIEF OPERATING OFFICER	Na	yes	01/2020	May 2, 2016	Nov 18, 2024
JOHNSON, CARL, AMOS	Trustee	F	yes	02/2010	Mar 7, 2012	Nov 18, 2024
JOHNSON, CARL, AMOS	CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER	Na	yes	01/2016	Mar 7, 2012	Nov 18, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 4, 2026	$413M	$399M	4	2	0	n/a	n/a
2024	Mar 18, 2025	$363M	$351M	4	2	0	n/a	n/a
2023	Jan 25, 2024	$332M	$320M	4	2	0	n/a	n/a
2022	Mar 20, 2023	$344M	$333M	5	2	0	n/a	n/a
2021	Mar 28, 2022	$359M	$345M	5	2	0	n/a	n/a
2020	Mar 22, 2021	$314M	$301M	7	3	0	n/a	n/a
2019	Mar 30, 2020	$275M	$259M	7	4	0	n/a	n/a
2018	Mar 12, 2019	$250M	$238M	6	3	0	n/a	n/a
2017	Feb 22, 2018	$249M	$237M	7	4	0	n/a	n/a
2016	Jan 31, 2017	$208M	$197M	6	3	n/a	n/a	n/a
2015	Feb 23, 2016	$178M	$169M	6	2	n/a	n/a	n/a
2014	Feb 25, 2015	$182M	$182M	7	2	n/a	n/a	n/a
2013	Jan 27, 2014	$160M	$155M	7	2	n/a	n/a	n/a
2012	Feb 22, 2013	$136M	$134M	7	4	n/a	n/a	n/a
2011	Mar 7, 2012	$121M	$118M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$413M	$363M	13.9%	$344M	6.3%	4	4	0	0

Relationships

Registered with (6)

← HAZEL ELIZABETH GROLLJAHNAdvisorregistration: current employment
Nov 18, 2016 to presentfactForm ADV
← CARL AMOS JOHNSONAdvisorregistration: previous registration
Jan 19, 2002 to Dec 31, 2004factForm ADV
← Ashley Lynn ReiterAdvisorregistration: previous registration
Sep 17, 2019 to Jul 15, 2021factForm ADV
← WILLIAM JAMES ARTZEROUNIANAdvisorregistration: previous registration
Sep 4, 2019 to Oct 28, 2019factForm ADV
← MATTHEW D SHEERSAdvisorregistration: previous registration
Feb 1, 2018 to Jul 16, 2018factForm ADV
← HEATHER LONGAdvisorregistration: previous registration
Jun 19, 2014 to Nov 18, 2016factForm ADV

Controls (4)

← JOHNSON, CARL, AMOSOwnerTRUSTEE, ownership code F, individual
Mar 7, 2012 to Nov 18, 2024factForm ADV
← GROLLJAHN, HAZEL, ELIZABETHOwnerTRUSTEE, ownership code F, individual
May 2, 2016 to Nov 18, 2024factForm ADV
← CARL AMOS JOHNSON REVOCABLE TRUSTOwnerOWNER, ownership code E, domestic entity
Mar 29, 2018 to Nov 18, 2024factForm ADV
← FORGET-ME-NOT BLUE TRUSTOwnerOWNER, ownership code B, domestic entity
Mar 30, 2020 to Nov 18, 2024factForm ADV

Dated events

Occurred
Mar 22, 2021
Control person left
B Diana Johnson (Co-Trustee) no longer on Schedule A of Grove Street Fiduciary, Llc (listed 2020-07-02, absent 2021-03-22)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1e3d1422-45ea-374b-c388-cebffe125279
First observed: Mar 7, 2012
Last observed: Mar 4, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

GROVE STREET FIDUCIARY, LLC

CRD 107703

PETERBOROUGH, NH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1e3d1422-45ea-374b-c388-cebffe125279

Data as of Mar 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:58 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

CARL AMOS JOHNSON

Certified Financial Planner

PETERBOROUGH, NH

HAZEL ELIZABETH GROLLJAHN

Certified Financial Planner

PETERBOROUGH, NH

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CARL AMOS JOHNSON REVOCABLE TRUST

Owner

yes

07/2013

Mar 29, 2018

Nov 18, 2024

FORGET-ME-NOT BLUE TRUST

Owner

yes

01/2020

Mar 30, 2020

Nov 18, 2024

GROLLJAHN, HAZEL, ELIZABETH

Trustee

yes

01/2020

May 2, 2016

Nov 18, 2024

GROLLJAHN, HAZEL, ELIZABETH

CHIEF OPERATING OFFICER

yes

01/2020

May 2, 2016

Nov 18, 2024

JOHNSON, CARL, AMOS

Trustee

yes

02/2010

Mar 7, 2012

Nov 18, 2024

JOHNSON, CARL, AMOS

CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER

yes

01/2016

Mar 7, 2012

Nov 18, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 4, 2026

$413M

$399M

n/a

2024

Mar 18, 2025

$363M

$351M

n/a

2023

Jan 25, 2024

$332M

$320M

n/a

2022

Mar 20, 2023

$344M

$333M

n/a

2021

Mar 28, 2022

$359M

$345M

n/a

2020

Mar 22, 2021

$314M

$301M

n/a

2019

Mar 30, 2020

$275M

$259M

n/a

2018

Mar 12, 2019

$250M

$238M

n/a

2017

Feb 22, 2018

$249M

$237M

n/a

2016

Jan 31, 2017

$208M

$197M

n/a

2015

Feb 23, 2016

$178M

$169M

n/a

2014

Feb 25, 2015

$182M

n/a

2013

Jan 27, 2014

$160M

$155M

n/a

2012

Feb 22, 2013

$136M

$134M

n/a

2011

Mar 7, 2012

$121M

$118M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$413M

$363M

13.9%

$344M

6.3%