Grant
Kinchen

Venturi Private Wealth

CRD#6558982
Investment Advisor
in Austin, TX

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About this Advisor

Grant Kinchen is a financial advisor based in Austin, Texas, working with Venturi Private Wealth. Grant has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Otc Global Holdings, Bank Of America, N.A, and Venturi Wealth Management, LLC. Grant has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Grant is part of Venturi Private Wealth, which operates out of Austin, Texas. The firm has 1 office and 33 employees. The firm manages assets totaling $2.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Venturi Private Wealth includes asset-based, hourly, fixed, and performance-based fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees, Performance-based Fees

Office Location

3600 N. Capital Of Texas Hwy. Building B, Suite 200
Austin, TX 78746

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Venturi Private Wealth Brokerage Details

Total Assets Under Management

$2,308,952,097

TX Average: $3,042,739,679
Total Number of Employees

33

TX Average: 49
Total Number of Accounts

3,429

TX Average: 2,315
Average Account Size

$673,360

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Grant Kinchen Work History

2019 - Present (6 years)

Venturi Wealth Management, LLC

2016 - 2019 (3 years)

Bank Of America, N.A

2015 - 2019 (4 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2011 - 2015 (4 years)

Otc Global Holdings

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Disclosures

Please visit the SEC profile of Grant Kinchen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Venturi Private Wealth

Richard Banks
Austin, TX
Dewayne Crunk
Oklahoma City, OK
Christopher Creed
Austin, TX
Cole Edmiston
Austin, TX
Jay Willcox
Austin, TX
Kent Mitchell
Austin, TX
Emily Mccracken
Austin, TX
James Sanders
Austin, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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