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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

GRANT KOEHLER & LEVIN LTD.

CRD 125531

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:ce62e939-728f-e1c0-8173-d5c9aac7d862

Data as of Mar 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Mar 27, 2012 to Mar 18, 2026
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: independent wealth managerderivedprivate_client_share=0.96 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $289MItem 5.F on the latest filing (2026-03-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $280M
Private client RAUM: $278MderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $96.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 3
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 195
Individual clients: 73
High net worth clients: 118
SEC number: 801-61856
CRD: 125531
Filings on the tape: 32
First filed: Mar 27, 2012
Latest filed: Mar 18, 2026
Organised: Corporation, WI
Website: dollarsatwork.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
CHRISTOPHER JOHN GRANT	n/a	MEQUON, WI	22	33	1	no
THEODORE DAVID LEVIN	n/a	SARASOTA, FL	22	23	n/a	no
THOMAS ARNOLD KOEHLER	n/a	PALM CITY, FL	0	26	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
GRANT, CHRISTOPHER, JOHN	PRESIDENT, CHIEF COMPLIANCE OFFICER, SECRETARY, TREASURER	C	yes	02/2003	Mar 27, 2012	Mar 19, 2024
KOEHLER, THOMAS, ARNOLD	VICE PRESIDENT	C	yes	02/2003	Mar 27, 2012	Mar 19, 2024
LEVIN, THEODORE, DAVID	VICE PRESIDENT	C	yes	02/2003	Mar 27, 2012	Mar 19, 2024
PATIN, FORREST, R.	Owner	Na	no	01/2005	Mar 27, 2012	Mar 19, 2024

Offices

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

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	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	Mar 18, 2026	$289M	$280M	3	3	2	n/a	n/a
2024	Mar 26, 2025	$258M	$251M	4	4	2	n/a	n/a
2023	Mar 19, 2024	$237M	$231M	4	4	2	n/a	n/a
2022	Mar 24, 2023	$204M	$201M	4	4	2	n/a	n/a
2021	Mar 28, 2022	$243M	$238M	4	4	2	n/a	n/a
2020	Feb 24, 2021	$220M	$216M	4	4	1	n/a	n/a
2019	Feb 25, 2020	$236M	$232M	4	4	1	n/a	n/a
2018	Feb 27, 2019	$198M	$194M	4	4	1	n/a	n/a
2017	Mar 28, 2018	$230M	$225M	4	4	1	n/a	n/a
2016	Mar 29, 2017	$206M	$199M	4	4	n/a	n/a	n/a
2015	Mar 25, 2016	$188M	$180M	4	4	n/a	n/a	n/a
2014	Mar 30, 2015	$183M	$175M	4	4	n/a	n/a	n/a
2013	Mar 26, 2014	$165M	$160M	4	4	n/a	n/a	n/a
2012	Mar 25, 2013	$148M	$144M	4	4	n/a	n/a	n/a
2011	Mar 27, 2012	$133M	$129M	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	$289M	$258M	12.0%	$204M	12.3%	3	4	2	2

Relationships

Registered with (3)

← THOMAS ARNOLD KOEHLERAdvisorregistration: current employment
Nov 17, 2025 to presentfactForm ADV
← CHRISTOPHER JOHN GRANTAdvisorregistration: current employment
Oct 24, 2003 to presentfactForm ADV
← THEODORE DAVID LEVINAdvisorregistration: current employment
Oct 24, 2003 to presentfactForm ADV

Affiliated with (1)

← POLAR INVESTMENT COUNSEL, INC.Registered adviserother investment adviser
factForm ADV

Controls (3)

← GRANT, CHRISTOPHER, JOHNOwnerPRESIDENT, CHIEF COMPLIANCE OFFICER, SECRETARY, TREASURER, ownership code C, individual
Mar 27, 2012 to Mar 19, 2024factForm ADV
← KOEHLER, THOMAS, ARNOLDOwnerVICE PRESIDENT, ownership code C, individual
Mar 27, 2012 to Mar 19, 2024factForm ADV
← LEVIN, THEODORE, DAVIDOwnerVICE PRESIDENT, ownership code C, individual
Mar 27, 2012 to Mar 19, 2024factForm ADV

Owns (1)

← PATIN, FORREST, R.OwnerOWNER, ownership code NA, individual
Mar 27, 2012 to Mar 19, 2024factForm ADV

Dated events

Occurred
Jan 3, 2024
Control person left
Kent Deborah Hogate (Chief Compliance Officer/ Secretary And Treasurer) no longer on Schedule A of Grant Koehler & Levin Ltd. (listed 2023-03-24, absent 2024-01-03)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ce62e939-728f-e1c0-8173-d5c9aac7d862
First observed: Mar 27, 2012
Last observed: Mar 18, 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.

GRANT KOEHLER & LEVIN LTD.

CRD 125531

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:ce62e939-728f-e1c0-8173-d5c9aac7d862

Data as of Mar 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:19 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

CHRISTOPHER JOHN GRANT

n/a

MEQUON, WI

THEODORE DAVID LEVIN

n/a

SARASOTA, FL

n/a

THOMAS ARNOLD KOEHLER

n/a

PALM CITY, FL

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GRANT, CHRISTOPHER, JOHN

PRESIDENT, CHIEF COMPLIANCE OFFICER, SECRETARY, TREASURER

yes

02/2003

Mar 27, 2012

Mar 19, 2024

KOEHLER, THOMAS, ARNOLD

VICE PRESIDENT

yes

02/2003

Mar 27, 2012

Mar 19, 2024

LEVIN, THEODORE, DAVID

VICE PRESIDENT

yes

02/2003

Mar 27, 2012

Mar 19, 2024

PATIN, FORREST, R.

Owner

01/2005

Mar 27, 2012

Mar 19, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 18, 2026

$289M

$280M

n/a

2024

Mar 26, 2025

$258M

$251M

n/a

2023

Mar 19, 2024

$237M

$231M

n/a

2022

Mar 24, 2023

$204M

$201M

n/a

2021

Mar 28, 2022

$243M

$238M

n/a

2020

Feb 24, 2021

$220M

$216M

n/a

2019

Feb 25, 2020

$236M

$232M

n/a

2018

Feb 27, 2019

$198M

$194M

n/a

2017

Mar 28, 2018

$230M

$225M

n/a

2016

Mar 29, 2017

$206M

$199M

n/a

2015

Mar 25, 2016

$188M

$180M

n/a

2014

Mar 30, 2015

$183M

$175M

n/a

2013

Mar 26, 2014

$165M

$160M

n/a

2012

Mar 25, 2013

$148M

$144M

n/a

2011

Mar 27, 2012

$133M

$129M

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

$289M

$258M

12.0%

$204M

12.3%