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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

GRANT STREET ASSET MANAGEMENT INC

CRD 106980

CANONSBURG, PA

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:ac2546a9-94e5-ad2b-e8ce-e016b8bb9ac7

Data as of Jul 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 2
On other graphs: 0
Observed: Mar 29, 2012 to Jul 14, 2026
28 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=0.87 fund_share=0.0 institutional_share=0.13 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $769MItem 5.F on the latest filing (2026-07-14); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $741M
Private client RAUM: $670MderivedItem 5.D individuals plus high net worth individuals
Private client share: 87%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $128Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 16
Advisory employees: 6
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,297
Individual clients: 257
High net worth clients: 168
SEC number: 801-43095
CIK: 1740642
CRD: 106980
Filings on the tape: 28
First filed: Mar 29, 2012
Latest filed: Jul 14, 2026
Organised: Corporation, PA

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
MICHAEL MARK EVANS	n/a	CANONSBURG, PA	23	34	n/a	no
MICHAEL CHARLES LOCH	n/a	CANONSBURG, PA	23	28	n/a	no
KRISTEN EVANS JACKSON	n/a	CANONSBURG, PA	20	21	n/a	no
JOHN S FERRARO	n/a	CANONSBURG, PA	20	49	n/a	no
PATRICK T EVANS	n/a	CANONSBURG, PA \| CHARLOTTE, NC	12	16	2	no
Landon William Buzzerd	Certified Financial Planner	Williamsport, MD \| CANONSBURG, PA	3	10	1	no
David Allen Huber	n/a	CANONSBURG, PA	0	10	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
EVANS, MICHAEL, MARK	EXECUTIVE CHAIRMAN	Na	yes	03/1993	Mar 29, 2012	Jun 20, 2024
JACKSON, KRISTEN, EVANS	PRESIDENT AND CEO	C	yes	03/2006	Mar 29, 2012	Jun 20, 2024
EVANS, PATRICK, T	SENIOR WEALTH MANAGER	C	no	12/2021	Mar 27, 2023	Jun 20, 2024
Evans, Shawn, Michael	SENIOR VICE-PRESIDENT, FINANCE	C	no	12/2021	Mar 27, 2023	Jun 20, 2024
FERRARO, JOHN, S	SENIOR VICE PRESIDENT	Na	no	07/1998	Mar 29, 2012	Jun 20, 2024
LOCH, MICHAEL, CHARLES	VP CHIEF COMPLIANCE OFFICER	Na	no	07/1998	Mar 29, 2012	Jun 20, 2024

Offices

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

City	State	Country	Employees	Also broker-dealer
Charlotte	Nc	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; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 14, 2026	$769M	$741M	17	7	1	n/a	n/a
2024	Mar 14, 2025	$669M	$652M	13	6	1	n/a	n/a
2023	Mar 7, 2024	$579M	$565M	13	6	1	n/a	n/a
2022	Mar 27, 2023	$514M	$504M	12	7	1	n/a	n/a
2021	Mar 31, 2022	$596M	$588M	12	6	1	n/a	n/a
2020	Mar 28, 2021	$519M	$515M	11	6	1	n/a	n/a
2019	May 1, 2020	$488M	$488M	11	5	1	n/a	n/a
2018	Mar 19, 2019	$448M	$422M	11	6	1	n/a	n/a
2017	Mar 16, 2018	$503M	$473M	10	6	2	n/a	n/a
2016	Feb 24, 2017	$476M	$443M	8	8	n/a	n/a	n/a
2015	Mar 21, 2016	$444M	$414M	8	8	n/a	n/a	n/a
2014	Jan 30, 2015	$433M	$398M	8	8	n/a	n/a	n/a
2013	Mar 20, 2014	$390M	$366M	7	7	n/a	n/a	n/a
2012	Feb 25, 2013	$295M	$276M	5	4	n/a	n/a	n/a
2011	Mar 29, 2012	$269M	$248M	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	1	-1	16.7%	0	1	0	0	1

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	$769M	$669M	14.9%	$514M	14.4%	16	13	1	1

Relationships

Registered with (7)

← Landon William BuzzerdAdvisorregistration: current employment
Feb 15, 2023 to presentfactForm ADV
← PATRICK T EVANSAdvisorregistration: current employment
Oct 28, 2013 to presentfactForm ADV
← JOHN S FERRAROAdvisorregistration: current employment
Jun 2, 2006 to presentfactForm ADV
← KRISTEN EVANS JACKSONAdvisorregistration: current employment
Feb 13, 2006 to presentfactForm ADV
← MICHAEL MARK EVANSAdvisorregistration: current employment
Jan 3, 2003 to presentfactForm ADV
← MICHAEL CHARLES LOCHAdvisorregistration: current employment
Jan 3, 2003 to presentfactForm ADV
← SCOTT PHILIP DOLSONAdvisorregistration: previous registration
Jun 5, 2020 to Jul 14, 2026factForm ADV

Controls (2)

← EVANS, MICHAEL, MARKOwnerEXECUTIVE CHAIRMAN, ownership code NA, individual
Mar 29, 2012 to Jun 20, 2024factForm ADV
← JACKSON, KRISTEN, EVANSOwnerPRESIDENT AND CEO, ownership code C, individual
Mar 29, 2012 to Jun 20, 2024factForm ADV

Owns (4)

← LOCH, MICHAEL, CHARLESOwnerVP CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 29, 2012 to Jun 20, 2024factForm ADV
← FERRARO, JOHN, SOwnerSENIOR VICE PRESIDENT, ownership code NA, individual
Mar 29, 2012 to Jun 20, 2024factForm ADV
← EVANS, PATRICK, TOwnerSENIOR WEALTH MANAGER, ownership code C, individual
Mar 27, 2023 to Jun 20, 2024factForm ADV
← Evans, Shawn, MichaelOwnerSENIOR VICE-PRESIDENT, FINANCE, ownership code C, individual
Mar 27, 2023 to Jun 20, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jul 14, 2026
Advisor changed firm
Scott Philip Dolson left Grant Street Asset Management Inc for Wells Fargo Advisors (registered 2026-07-22)
Form ADVobserved 3 days ago

Show 1 bookkeeping events

Occurred
Sep 14, 2026
David Allen Huber registered as an investment adviser representative at Grant Street Asset Management Inc

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ac2546a9-94e5-ad2b-e8ce-e016b8bb9ac7
First observed: Mar 29, 2012
Last observed: Jul 14, 2026 2 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.

GRANT STREET ASSET MANAGEMENT INC

CRD 106980

CANONSBURG, PA

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:ac2546a9-94e5-ad2b-e8ce-e016b8bb9ac7

Data as of Jul 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:00 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MICHAEL MARK EVANS

n/a

CANONSBURG, PA

n/a

MICHAEL CHARLES LOCH

n/a

CANONSBURG, PA

n/a

KRISTEN EVANS JACKSON

n/a

CANONSBURG, PA

n/a

JOHN S FERRARO

n/a

CANONSBURG, PA

n/a

PATRICK T EVANS

n/a

CANONSBURG, PA | CHARLOTTE, NC

Landon William Buzzerd

Certified Financial Planner

Williamsport, MD | CANONSBURG, PA

David Allen Huber

n/a

CANONSBURG, PA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

EVANS, MICHAEL, MARK

EXECUTIVE CHAIRMAN

yes

03/1993

Mar 29, 2012

Jun 20, 2024

JACKSON, KRISTEN, EVANS

PRESIDENT AND CEO

yes

03/2006

Mar 29, 2012

Jun 20, 2024

EVANS, PATRICK, T

SENIOR WEALTH MANAGER

12/2021

Mar 27, 2023

Jun 20, 2024

Evans, Shawn, Michael

SENIOR VICE-PRESIDENT, FINANCE

12/2021

Mar 27, 2023

Jun 20, 2024

FERRARO, JOHN, S

SENIOR VICE PRESIDENT

07/1998

Mar 29, 2012

Jun 20, 2024

LOCH, MICHAEL, CHARLES

VP CHIEF COMPLIANCE OFFICER

07/1998

Mar 29, 2012

Jun 20, 2024

City

State

Country

Employees

Also broker-dealer

Charlotte

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 14, 2026

$769M

$741M

n/a

2024

Mar 14, 2025

$669M

$652M

n/a

2023

Mar 7, 2024

$579M

$565M

n/a

2022

Mar 27, 2023

$514M

$504M

n/a

2021

Mar 31, 2022

$596M

$588M

n/a

2020

Mar 28, 2021

$519M

$515M

n/a

2019

May 1, 2020

$488M

n/a

2018

Mar 19, 2019

$448M

$422M

n/a

2017

Mar 16, 2018

$503M

$473M

n/a

2016

Feb 24, 2017

$476M

$443M

n/a

2015

Mar 21, 2016

$444M

$414M

n/a

2014

Jan 30, 2015

$433M

$398M

n/a

2013

Mar 20, 2014

$390M

$366M

n/a

2012

Feb 25, 2013

$295M

$276M

n/a

2011

Mar 29, 2012

$269M

$248M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

16.7%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$769M

$669M

14.9%

$514M

14.4%