SourcingSourcing

GRANITE FINANCIAL GROUP, LLC

B53
CRD 168675·SEC 801-116752·BROOKFIELD, WI
AUM
$186.2M
$100M-$500M
Est. Revenue
$1.9M
@ 1% on AUM
Est. EBITDA
$559K
@ 30% margin
Est. Deal Value
$4.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GRANITE FINANCIAL GROUP, LLC
CRD
168675
SEC file #
801-116752
EIN
—
DBA names
Granite Financial Group

Economics

AUM
$186.2M
AUM band
$100M-$500M
AUM trajectory
'20'26
$108.5M → $186.2M▲ +72%
Client mix
Individuals Other200
Individuals High Net Worth50
Charitable Organizations1
Corporations1

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
BROOKFIELD WI
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/03/2026
ADV-W filed at
—
Website
granitefgllc.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DORNOFF, THOMAS, JEROME
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
DORNOFF, THOMAS, JEROME
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
GRANITEFGLLC.COM
Rdap Domain Creation Date
2013-08-06T17:21:57Z
Rdap Firm Age Years
13
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
53,053
Form 5500 Compensation Trajectory 3y
202553,053
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
53,053
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001114605
Edgar Registered
Yes
Edgar Filing Count
80
Edgar First Filing Date
2004-02-09
Edgar Last Filing Date
2012-03-19
Edgar Form D Count
10
Edgar Form D Offerings
2011-06-132011-06-13 · 0001144204-11-035437
2010-08-122010-08-12 · 0001144204-10-042922
Edgar Sic Description
Surgical & Medical Instruments & Apparatus

Compliance & brand

Firm Registration Status
active

All other collected signals (18)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Lpl Financial6
E*trade4
Edgar Addresses
Mailing
1112 WESTON ROAD, UNIT 278WESTON, FL 33326
Business
1112 WESTON ROAD, UNIT 278WESTON, FL 33326
Edgar EIN
000000000
Edgar Recent Filings
8-K2012-03-19 · 0001144204-12-015727
8-K2012-02-24 · 0001144204-12-010824
Edgar Sic
3841
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-08-06T17:21:57Z
Rdap Domain Last Changed
2025-08-19T18:11:08Z
Rdap Nameservers
Ns4.inet-web.comNs4a.inet-web.comNs5.inet-web.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2189396
Trust Company Affiliate
No

People (2)

2
DORNOFF, THOMAS, JEROME
IAR · Direct Owner · 87.5%
2189396
Anthony Louis Meier
IAR
6222831