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Samuel Jason Grant

Homrich Berg

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About Samuel Jason Grant

Samuel Jason Grant is a financial advisor who has been in the industry since January 2005. Samuel Grant is currently registered with Homrich Berg and holds Series 65 licenses. Samuel Grant specializes in working with high-net-worth individuals, investment companies, charitable organizations, corporations or other businesses, pooled investment vehicles, and pension and profit-sharing plans. Samuel Grant is also a Certified Financial Planner. Samuel Grant offers financial planning, selection of other advisors, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. In addition to his work with Homrich Berg, Samuel Grant owns various rental properties.

Firm Information

Samuel Grant is currently registered with Homrich Berg. Homrich Berg is a family office and wealth management firm headquartered in Atlanta, GA. They provide a comprehensive suite of financial services including financial planning, portfolio management, and bill pay services. With over 15 billion dollars in regulatory assets under management, they serve a variety of clients including individuals, families, businesses, institutions, and charitable organizations.
Homrich Berg

3550 LENOX RD

ATLANTA, GA 30326

$15.20B

Assets Under Management

Not reported

Total Clients

68

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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bill pay services

Bill pay services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Samuel Grant’s Registration & Firm History

GA

11/05/2021 - Present

Homrich Berg (Sandy Springs GA)

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Licenses & Designations

IA

Issued 01/10/2002

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Samuel Jason Grant.
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