RN
RN

Ryan Newkirk

22 Years of Experience
Greensboro, NC

Ryan Newkirk is a registered investment advisor at Granville Capital, INC., based in Greensboro, NC, with 22 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 32 clients with $1.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
32 clients
Average Client Portfolio
$35.5M average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Granville Capital manages pooled investment vehicles and separately managed accounts. Fees for separately managed accounts are negotiated on a case-by-case basis. Some clients are charged a fixed fee, while others are charged a fee based on the value of their portfolio. These fees are typically billed at the end of each quarter.

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Location

300 North Greene Street, Suite 1750, Greensboro, NC, 27401

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Granville Capital, INC.
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
December 2016 - May 2022 · 5 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
December 2016 - May 2022 · 5 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - November 2016 · 7 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - November 2016 · 7 yrs 1 mo
Banc of America Investment Services, INC.
April 2008 - October 2009 · 1 yr 6 mos
Banc of America Investment Services, INC.Broker
April 2008 - October 2009 · 1 yr 6 mos
Bb&t Investment Services, INC.Broker
January 2005 - April 2008 · 3 yrs 3 mos
Bb&t Investment Services, INC.
October 2004 - April 2008 · 3 yrs 6 mos
Bb&t Asset Management, INC.
October 2002 - September 2004 · 1 yr 11 mos
State Registrations1 state
NC
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.