Gradient Advisors, LLC

RIASEC Registered
Total AUM
$289M
Discretionary
$0
0% of AUM
Avg account
$134K
Accounts
2,152
Employees
173
Advisory reps
187

Firm details

Headquarters
Arden Hills, Minnesota
CRD number
152665
Registered since
February 10, 2010
Website
gradientadvisors.com
Custodians
CHARLES SCHWAB & CO., INC., SEI INVESTMENTS DISTRIBUTION CO.
Fee structure
Percentage of AUM, Fixed Fees, Other
Client types
  • Individuals65.26%
  • HNWI34.69%
  • Corporations / Businesses0.05%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Gradient Advisors, LLC is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (registered in 2010) and describes itself as a capital allocator serving both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Fee arrangements reported include percentage-of-AUM billing, fixed fees and other fee structures. Gradient does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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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

Asset composition

Asset composition: Public Funds/Mutual Funds 56%, Exchange Traded Equities 32%, Cash & Cash Equivalents 6%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Non-Investment Grade Corp Bonds 1%, Derivatives 1%, Other 1%56%
  • Public Funds/Mutual Funds56%
  • Exchange Traded Equities32%
  • Cash & Cash Equivalents6%
  • US Government Bonds1%
  • State & Local Bonds1%

Owners & executives

3 of 4
  • Carson Graves

    Carson Graves

    Owner, President & CEOCRD 4499132

  • Steven Eckroth

    Steven Eckroth

    Founder and CEOCRD 3107278

  • Catherine Peters

    Chief Compliance OfficerCRD 1667478

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Contacts

3 of 183
  • Daniel Brungard

    Daniel Brungard

    Retirement ConsultantCRD 5731553

  • Kevin Smith

    Kevin Smith

    PresidentCRD 5766480

  • David Topor

    David Topor

    Financial Services ProfessionalCRD 5783544

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Arden Hills, MN

Ramsey

Location

Arden Hills, MN

Headquartered in Arden Hills, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
Ramsey
Address
4105 Lexington Ave N
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth