Ollie Grant Private Wealth

Overview

Ollie Grant Private Wealth is a state registered investment adviser based in Evansville, IN, registered since 2024. It reports $11.8M in assets under management across 4 accounts, with 4 employees. It has 2 investment adviser representatives.

Reported AUM

$11.8M

Discretionary

100%

Accounts

4

Employees

4

Advisory reps

2

Registered since

2024

Jurisdictions

3

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Pooled Investment Vehicles

Fee structure

Commissions, Fixed Fees, Hourly Charges, Percentage of Assets and Performance-Based Fees

Executive officers 1 of 1

• Ryan Kennedy Foncannon Chief Executive Officer, Chief Compliance Officer CRD 6381115

Advisory reps 2 of 2

• Ryan K Foncannon Insurance Agent · Investment Adviser Rep CRD 6381115
• ANDRE Simeon GREEN Investment Adviser Rep CRD 6976475

Location

Headquarters

123 NW 4th St Ste 14
Evansville, IN 47708

County

Vanderburgh

Metro area

Evansville, IN-KY

Region

Midwest

Registrations

• State registered
• Registered in 3 jurisdictions
• Website: olliegrantprivatewealth.com

Every state, with registration dates

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