SHARPER & GRANITE LLC
Firm details
- Headquarters
- EL SEGUNDO, California
- CRD number
- 136719
- Registered since
- May 15, 2015
- Website
- sharpergranite.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI83.93%
- Pension & Profit Sharing Plans5.65%
- Individuals5.47%
- Corporations / Businesses2.67%
- Charitable Organizations2.28%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Sharper & Granite LLC is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2015. The firm serves a mix of individual and family clients alongside institutional relationships, charging fees based on a percentage of assets under management. Its advisory work centers on financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm is not positioned as an ESG-driven allocator and does not self-identify as a capital allocator or multi-state adviser. The firm has received at least one industry mention: it appeared on FA Magazine’s Top RIA Firms list in 2020. Sharper & Granite operates from multiple locations (two offices across two states) while maintaining a relatively compact client base.
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 Funds86%
- Exchange Traded Equities6%
- State & Local Bonds5%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Contacts
3 of 5CHRISTOPHER CASANEGA
Managing DirectorCRD 5014713
Andrew Lessman
Financial AdvisorCRD 7695248
Tina Herrera
Senior DirectorCRD 6613023
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 126Active vs passive
$414M in ETFs
98%
$406M
2%
$7.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE FLOATING RATE TREASURY FUND (USFR) | Wisdom Tree | Passive | Ultrashort Bond | $14.8M | 294,645 | 3.58% |
Location
EL SEGUNDO, CA
LOS ANGELES
Location
EL SEGUNDO, CA
Headquartered in EL SEGUNDO, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 400 Continental Blvd
- Time zone
- PT (UTC-8)
- Office locations
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