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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

GRANDVIEW DELIGHT, LLC

CRD 284807

ST. PAUL, MN

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:86fac219-8f49-c34e-dd4f-c2e0ee5ddb49

Data as of Jan 10, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 9
On other graphs: 0
Observed: Aug 11, 2016 to Jan 10, 2025
32 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $517MItem 5.F on the latest filing (2025-01-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $496M
Private client RAUM: $442MderivedItem 5.D individuals plus high net worth individuals
Private client share: 85%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 8
Advisory employees: 6
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,201
Individual clients: 107
High net worth clients: 109
Custody, client assets: $201M
SEC number: 801-108277
CRD: 284807
Filings on the tape: 32
First filed: Aug 11, 2016
Latest filed: Jan 10, 2025
Organised: Limited Liability Company, MN

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
REKSTAD, PETER, JON	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	yes	08/2016	Aug 11, 2016	Dec 20, 2024
GLEASON, TRAVIS, RYAN	WEALTH PARTNER	B	no	07/2017	Oct 11, 2017	Dec 20, 2024
NCF GIVING INC., SOLE TRUSTEE OF NCF CHARITABLE ASSETS TRUST	Trustee	B	no	10/2024	Dec 5, 2024	Dec 20, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CAPFINANCIAL PARTNERS, LLC	n/a	Institutional manager	$1237B	N	yes	n/a
CAPFINANCIAL SECURITIES, LLC.	n/a	Former SEC adviser	$116B	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Folsom	CA	United States	1	no

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
2024	Jan 10, 2025	$517M	$496M	8	6	1	n/a	n/a
2023	Mar 28, 2024	$517M	$496M	94	7	1	n/a	n/a
2022	Mar 14, 2023	$468M	$455M	8	4	1	n/a	n/a
2021	Mar 11, 2022	$519M	$505M	7	4	1	n/a	n/a
2020	Mar 30, 2021	$478M	$463M	6	5	1	n/a	n/a
2019	Mar 30, 2020	$471M	$453M	6	5	1	n/a	n/a
2018	Mar 22, 2019	$403M	$389M	6	4	1	n/a	n/a
2017	Mar 30, 2018	$421M	$390M	6	4	1	n/a	n/a
2016	Jan 31, 2017	$357M	$320M	6	5	n/a	n/a	n/a

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
2024	$517M	$517M	0.0%	$519M	-0.1%	8	94	1	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
Captrust	4	Mar 28, 2025	Dec 20, 2024	ST PAUL, MN	Firm absorbed	Other	80.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
BGM WEALTH MANAGEMENT	4	Oct 3, 2016	Oct 3, 2016	BLOOMINGTON, MN	Firm absorbed	Other	50.0%

Relationships

Affiliated with (3)

← CAPTRUSTRegistered adviserother investment adviser, common control
factForm ADV
→ CAPTRUST FINANCIAL ADVISORSRegistered adviserbroker-dealer, common control
factForm ADV
→ CAPTRUSTRegistered adviserother investment adviser, common control
factForm ADV

Registered with (8)

← PETER JON REKSTADAdvisorregistration: previous registration
Aug 26, 2016 to Mar 28, 2025factForm ADV
← TRAVIS RYAN GLEASONAdvisorregistration: previous registration
Oct 3, 2016 to Mar 28, 2025factForm ADV
← RICHARD EDMUND HILLSAdvisorregistration: previous registration
May 22, 2023 to Mar 28, 2025factForm ADV
← TRISTEN SCOTT PALSAdvisorregistration: previous registration
Aug 26, 2023 to Mar 28, 2025factForm ADV
← CRAIG ROWAN ALCOCKAdvisorregistration: previous registration
Jul 21, 2023 to Mar 28, 2025factForm ADV
← CHRISTOPHER RICHARD FENCLAdvisorregistration: previous registration
May 14, 2019 to Dec 3, 2024factForm ADV
← DAVID M SAYERSAdvisorregistration: previous registration
Oct 3, 2016 to Mar 19, 2021factForm ADV
← DIPEN KISHORE MEHTAAdvisorregistration: previous registration
Oct 3, 2016 to Mar 2, 2017factForm ADV

Moved with (2)

→ CAPTRUSTRegistered adviser4 advisors, firm absorbed, same day
Mar 28, 2025 to Dec 20, 2024factForm ADV
← BGM WEALTH MANAGEMENTRegistered adviser4 advisors, firm absorbed, same day
Oct 3, 2016 to Oct 3, 2016factForm ADV

Controls (1)

← REKSTAD, PETER, JONOwnerMANAGING MEMBER, CHIEF COMPLIANCE OFFICER, ownership code D, individual
Aug 11, 2016 to Dec 20, 2024factForm ADV

Owns (2)

← GLEASON, TRAVIS, RYANOwnerWEALTH PARTNER, ownership code B, individual
Oct 11, 2017 to Dec 20, 2024factForm ADV
← NCF GIVING INC., SOLE TRUSTEE OF NCF CHARITABLE ASSETS TRUSTOwnerTRUSTEE, ownership code B, domestic entity
Dec 5, 2024 to Dec 20, 2024factForm ADV

Dated events

Occurred
May 2, 2025
Left the SEC roster
Grandview Delight, Llc no longer on the SEC adviser roster (last listed 2025-03-06, RAUM $516.8M)
Form ADVobserved 4 days ago
$517M
Occurred
Mar 28, 2025
Firm absorbed
Grandview Delight, LLC's advisors moved to Captrust (ST Paul, MN): 4 of 5 registered, on the same day
Form ADVobserved 3 days ago
4 advisors
Occurred
Mar 28, 2025
Advisor changed firm
Richard Edmund Hills left Grandview Delight, Llc for Captrust (registered 2024-12-20)
Form ADVobserved 4 days ago
Occurred
Mar 28, 2025
Advisor changed firm
Tristen Scott Pals left Grandview Delight, Llc for Captrust (registered 2024-12-20)
Form ADVobserved 4 days ago
Occurred
Mar 28, 2025
Advisor changed firm
Craig Rowan Alcock left Grandview Delight, Llc for Captrust (registered 2024-12-20)
Form ADVobserved 4 days ago
Occurred
Mar 28, 2025
Advisor changed firm
Travis Ryan Gleason left Grandview Delight, Llc for Captrust (registered 2024-12-20)
Form ADVobserved 4 days ago
Occurred
Mar 28, 2025
Advisor changed firm
Peter Jon Rekstad left Grandview Delight, Llc for Navigator Wealth Consultants, Llc (registered 2016-09-29)
Form ADVobserved 4 days ago
Occurred
Dec 3, 2024
Advisor changed firm
Christopher Richard Fencl left Grandview Delight, Llc for Carlson Capital Management, Llc (registered 2025-01-23)
Form ADVobserved 4 days ago
Occurred
Aug 11, 2016
First Form ADV filing
Trunorth Wealth Partners filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:86fac219-8f49-c34e-dd4f-c2e0ee5ddb49
First observed: Aug 11, 2016
Last observed: Jan 10, 2025 20 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.

GRANDVIEW DELIGHT, LLC

CRD 284807

ST. PAUL, MN

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:86fac219-8f49-c34e-dd4f-c2e0ee5ddb49

Data as of Jan 10, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:48 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

REKSTAD, PETER, JON

MANAGING MEMBER, CHIEF COMPLIANCE OFFICER

yes

08/2016

Aug 11, 2016

Dec 20, 2024

GLEASON, TRAVIS, RYAN

WEALTH PARTNER

07/2017

Oct 11, 2017

Dec 20, 2024

NCF GIVING INC., SOLE TRUSTEE OF NCF CHARITABLE ASSETS TRUST

Trustee

10/2024

Dec 5, 2024

Dec 20, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CAPFINANCIAL PARTNERS, LLC

n/a

Institutional manager

$1237B

yes

n/a

CAPFINANCIAL SECURITIES, LLC.

n/a

Former SEC adviser

$116B

yes

n/a

City

State

Country

Employees

Also broker-dealer

Folsom

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Jan 10, 2025

$517M

$496M

n/a

2023

Mar 28, 2024

$517M

$496M

n/a

2022

Mar 14, 2023

$468M

$455M

n/a

2021

Mar 11, 2022

$519M

$505M

n/a

2020

Mar 30, 2021

$478M

$463M

n/a

2019

Mar 30, 2020

$471M

$453M

n/a

2018

Mar 22, 2019

$403M

$389M

n/a

2017

Mar 30, 2018

$421M

$390M

n/a

2016

Jan 31, 2017

$357M

$320M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$517M

0.0%

$519M

-0.1%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

Captrust

Mar 28, 2025

Dec 20, 2024

ST PAUL, MN

Firm absorbed

Other

80.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

BGM WEALTH MANAGEMENT

Oct 3, 2016

BLOOMINGTON, MN

Firm absorbed

Other

50.0%