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RN

Ryan A. Newkirk

GRANVILLE CAPITAL
Greensboro, NC 27401
Some features on this profile are disabled
CRD#: 4568994
RN

Professional summary

Ryan Addison Newkirk is a registered financial advisor currently at GRANVILLE CAPITAL, INC. located in Greensboro, North Carolina.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Ryan has worked at 6 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Addison Newkirk's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 2, 2023 - Present

GRANVILLE CAPITAL, INC.

Office #1: 300 North Greene Street Suite 1750, Greensboro, NC 27401
RIA
CRD#: 126679
Greensboro, NC
Past

December 15, 2016 - May 17, 2022

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
GREENSBORO, NC
Past

December 15, 2016 - May 17, 2022

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
GREENSBORO, NC
Past

October 23, 2009 - November 18, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
GREENSBORO, NC
Past

October 23, 2009 - November 18, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
GREENSBORO, NC
Past

April 2, 2008 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA
CRD#: 16361
GREENSBORO, NC
Past

April 2, 2008 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
GREENSBORO, NC
Past

January 19, 2005 - April 3, 2008

BB&T INVESTMENT SERVICES, INC.

BD
CRD#: 33856
GREENSBORO, NC
Past

October 15, 2004 - April 3, 2008

BB&T INVESTMENT SERVICES, INC.

RIA
CRD#: 33856
GREENSBORO, NC
Past

October 14, 2002 - September 7, 2004

BB&T ASSET MANAGEMENT, INC.

RIA
CRD#: 108443
WINSTON-SALEM, NC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GC
GRANVILLE CAPITAL, INC.
GRANVILLE CAPITAL, INC.

CRD#: 126679 / SEC#: 801-62098

RIA
Registered Investment Advisory firm - (5/30/2003 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
North Carolina
(3/2/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 2/22/2005
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 10/9/2002
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/18/2005
General Securities Representative Examination

Current Firm

GC
GRANVILLE CAPITAL, INC.
GRANVILLE CAPITAL, INC.

CRD#: 126679 / SEC#: 801-62098

RIA
Registered Investment Advisory firm - (5/30/2003 Approved)
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Contact information

Main Address
300 North Greene Street Suite 1750, Greensboro, NC 27401
Mailing Address
Phone number
(336) 273-8544
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2025 FORM ADV PART 2A - FINAL (3/27/2025)

Regulatory assets under management

Total Number of Accounts83
AUM (Assets Under Management)$ 1,135,373,086

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
04/23/2025
Cover Page
Report
03/21/2024
Cover Page
Report
04/27/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

GRANVILLE CAPITAL, INC.

CRD#: 126679Greensboro, NC 27401

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