Gradow Capital Management, LLC

RIASEC Registered
Total AUM
$33.8M
Discretionary
$33.8M
100% of AUM
Avg account
$3.8M
Accounts
9
Employees
1
Advisory reps
1

Firm details

Headquarters
Lake Oswego, Oregon
CRD number
133071
Website
gradowcap.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC, U.S. BANK, N.A.
Fee structure
Percentage of AUM
Client types
  • HNWI77.51%
  • Individuals22.49%
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Gradow Capital Management, LLC is an independent, owner-operated registered investment adviser organized as an LLC that focuses on portfolio management for individuals and small businesses. The firm acts as a capital allocator and also selects and oversees third-party managers on behalf of clients. Its client base is concentrated on individual and family relationships and it charges fees based on a percentage of assets under management. Gradow is not identified as an active ESG investor and is not structured as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

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: Exchange Traded Equities 55%, State & Local Bonds 30%, US Government Bonds 5%, Non-Investment Grade Corp Bonds 5%, Cash & Cash Equivalents 5%55%
  • Exchange Traded Equities55%
  • State & Local Bonds30%
  • US Government Bonds5%
  • Non-Investment Grade Corp Bonds5%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • Steven Gradow

    Steven Gradow

    Managing DirectorCRD 2721557

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Lake Oswego, OR

Clackamas

Location

Lake Oswego, OR

Headquartered in Lake Oswego, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.

Metro area
Portland-Vancouver-Salem, OR-WA
Region
West
County
Clackamas
Address
4800 Meadows Rd
Time zone
PT (UTC-8)
Office locations

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