Grant M. Falite

FALITE CAPITAL MANAGEMENT LLC

ATHENS, GA

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CRD#: 7997511

Professional summary

Grant Michael Falite is a registered financial advisor currently at FALITE CAPITAL MANAGEMENT LLC located in Athens, Georgia.

Grant is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Grant has worked at 1 firm and has passed the Series 63, Series 65 and SIE exams.

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.

(Business 1 of 2) Chuck's Fish NOT investment-related Address: 220 W Broad St, Athens, GA 30601 United States Restaurant Server Employee 08/2023 ~160 hours ~1 hour a day, usually 3 hours a week. Once Falite Capital Management LLC (FCM) begins operations with funding, this will drop to zero. I am a full-time server and am using this job to pay my bills and save for my first property. I work in the evenings so this won't conflict with FCM. --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- (Business 2 of 2) Brookwood Trust Yes - Investment Related Address (private residence): 2910 Vaughan Dr, Cumming, GA 30041 United States The trust holds personal family assets including revenue-generating property. Trustee Trustee 12/15/2020 ~3 hours per month zero As a trustee, my role involves fulfilling fiduciary responsibilities to ensure trust assets align with the trust's objectives.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Grant Michael Falite's 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

December 9, 2024 - Present

FALITE CAPITAL MANAGEMENT LLC

RIA

CRD#: 333617

ATHENS, GA

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

Georgia
(12/9/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 9/12/2025

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 9/10/2024

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 6/25/2024

Securities Industry Essentials Examination

Current Firm

FALITE CAPITAL MANAGEMENT LLC

CRD#: 333617 / SEC#:

Florida

Registered Investment Advisory firm - (11/11/2025 Terminated)

Georgia

Registered Investment Advisory firm - (11/11/2025 Termination Requested)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Austin, TX

Mailing Address

7901 4th St N Ste 300, St Petersburg, FL 33702-4399

Phone number

(404) 944-0693

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Grant M. Falite

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Grant Michael Falite's CRS (Customer Relationship Summary).

Certified licenses

Experience

FALITE CAPITAL MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 9/12/2025

Series 65

Date: 9/10/2024

SIE

Date: 6/25/2024

Current Firm

FALITE CAPITAL MANAGEMENT LLC

Contact information

Documents

Red Flags

Company Information

FALITE CAPITAL MANAGEMENT LLC

TRUST BUT VERIFY

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