Grace Katherine Pettit

Employer firm

Waverly Advisors, LLC CRD 115332

$29.9B regulatory AUM 69 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2022 → 02/2026
  Kleinfelder Capital, Inc.
  Cincinnati, OH
• 02/2022 → 04/2022
  Fifth Third Bank, National Association
  Madisonville, OH
• 10/2021 → 01/2022
  Costco Wholesale Corporation
  Springdale, OH
• 09/2021 → 10/2021
  United States Postal Service
  Springdale, OH
• 08/2021 → 10/2021
  Bath & Body Works, Inc.
  Loveland, OH
• 04/2021 → 05/2021
  Morris Home Furniture And Mattress
  Springdale, OH
• 11/2020 → 02/2021
  Pink
  Kenwood, OH
• 08/2020 → 06/2021
  Doordash, Inc.
  Loveland, OH
• 08/2012 → 05/2020
  Student
  Loveland, OH
• 02/2017 → 12/2025
  Kings Island Amusement And Water Park
  Mason, OH
• 02/2026 → Present
  Waverly Advisors, Llc
  Birmingham, AL

Previous Registrations

• 2022-11-09 → 2026-02-11
  Kleinfelder Capital, Inc.
  Cincinnati, OH

Other Businesses

1) Kings Island Amusement and Water Park; Not Investment Related; 6300 Kings Island Dr, Mason, OH. 45040; Amusement Park; Admissions Associate; 04/15/2017; Approximately 50 hours per month

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-10-31

Other Names

• Grady Pettit