GRAVES LIGHT LENHART
SEC RegisteredYour Financial Advisor For Managing Assets & Protecting Wealth.
About the firm
Graves Light Lenhart is a wealth management firm that takes a customized, big-picture approach to managing and protecting clients' finances, collaborating with attorneys, accountants, and insurance agents for a cohesive financial planning strategy. The firm has the ability to create and manage investment portfolios in-house, eliminating the cost of third-party investment managers.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
The firm offers custom investment portfolios, tax strategies, wealth transfer and estate planning, business planning and succession, insurance consultation, and retirement planning for business owners including 401Ks, IRAs, SIMPLE IRAs, and HSAs.
Who they serve
Clients seeking comprehensive wealth management, including business owners and individuals planning for retirement, estate planning, and wealth transfer.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 155 | $53M |
| High Net Worth Individuals | 248 | $978M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 11 | $50M |
| State/Municipal Entities | 16 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
8 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $1,000,000 | 0.90% |
| $1,000,001 - $2,500,000 | 0.75% |
| $2,500,001 - $12,500,000 | 0.50% |
| Above $12,500,000 | 0.35% |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. GRAVES LIGHT LENHART has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.