Nicholas Matthew Brown

CFA · CFP

11 Years of Experience

Sells Insurance

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingReal Estate InvestingHigh Net Worth

Granite Harbor Advisors, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

10 advisors

Number of Clients

398 clients

Average Client Portfolio

$1.4M average

Assets Under Management

$561.4M

Fee Structure

Minimum Investment:$250K

Location

10603 West Sam Houston Parkway North, Suite 450, Houston, TX, 77064

Get directions

History

Regulatory History

Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Nicholas is a licensed insurance agent since 2012, dedicating about 10% of his time to this activity. He is also a partner at Granite Harbor Group - Insurance since 2019 and a passive investor in +2 Investment Group 1, LLC since 2024.

Employment History

Current Registrations

Granite Harbor Advisors, INC.

May 2015 - Present · 10 yrs 9 mos

Previous Registrations

Lion Street Advisors, LLC

January 2015 - December 2015 · 11 mos

Lion Street Financial, LLCBroker

October 2014 - December 2015 · 1 yr 2 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.