Gracian Capital LLC

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
3
Advisory reps
3

Firm details

Headquarters
Rancho Santa Fe, California
CRD number
328687
Registered since
November 6, 2023
Fee structure
Fixed Fees, Performance Based Fees

Firm profile

FINTRX

Overview

Gracian Capital LLC is a California-registered, individually owned limited liability company that operates as an independent registered investment adviser. The firm reports a fee model that combines fixed fees with performance-based fees. Its publicly supplied profile indicates it is not a capital allocator and does not identify as an active ESG investor, a multi-state adviser, or a pension consultant. The available disclosures do not include details about client segments, specific advisory services, or the firm’s investment process. Those gaps, along with the small account count reported, suggest Gracian Capital runs a narrowly focused practice rather than a broad retail platform.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Katherine Lock

    AnalystCRD 6124511

  • Ahmad Rashidi

    Ahmad Rashidi

    CCOCRD 6124515

  • Matthew Kliber

    Matthew Kliber

    FounderCRD 2707487

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Rancho Santa Fe, CA

San Diego

Location

Rancho Santa Fe, CA

Headquartered in Rancho Santa Fe, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.

Metro area
San Diego-Chula Vista-Carlsbad, CA
Region
West
County
San Diego
Address
16236 San Dieguito Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth