Gradient Capital Advisors, LLC
Firm details
- Headquarters
- San Diego, California
- CRD number
- 168912
- Registered since
- January 22, 2014
- Website
- gradientcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI88.21%
- Individuals8.79%
- Pension & Profit Sharing Plans1.82%
- Charitable Organizations0.82%
- Corporations / Businesses0.36%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Gradient Capital Advisors, LLC is an independent, individual-owned registered investment adviser that has been SEC-registered since 2014. The firm serves both individual and family clients as well as institutional relationships, providing financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Its billing model includes asset-based fees alongside hourly and fixed-fee engagement options. Gradient does not present itself as an active ESG investor. FA Magazine included the firm in a Top RIA Firms listing in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds72%
- Exchange Traded Equities22%
- Cash & Cash Equivalents3%
- US Government Bonds2%
- Other1%
Contacts
3 of 5
Eric Yeager
DirectorCRD 4137867
Timothy Sagawa
Senior PartnerCRD 4627677
Rodney Simms
Managing PrincipalCRD 1854316
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 127Active vs passive
$318M in ETFs
76%
$240M
23%
$77.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $39.8M | 51,950 | 12.51% |
Location
San Diego, CA
San Diego
Location
San Diego, CA
Headquartered in San Diego, 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
- 2125 Poinsettia Dr
- Time zone
- PT (UTC-8)
- Office locations
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