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GRADIENT CAPITAL ADVISORS, LLC
CRD 168912 · SEC 801-78917
2125 POINSETTIA DRIVE, SAN DIEGO, CA, 92107, United States
Phone
619-255-0700
Fax
619-255-0777
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$742.2M
Discretionary AUM
$648.2M
Team
7 total employees; 5 advisory reps; 15 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 205 | $65.3M |
| High net worth individuals | 257 | $654.7M |
| Pension/profit sharing plans | 8 | $13.5M |
| Charitable organizations | 2 | $6.1M |
| Corporations/business entities | 6 | $2.6M |
States served
AZ, CA, CO, ID, NV, NY, OR, UT, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD