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CORDGRASS CAPITAL ADVISORS, LLC
CRD 311528 · SEC 801-122270
3101 GLENWOOD AVENUE, SUITE 102, RALEIGH, NC, 27612, United States
Phone
919-800-0705
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$729.9M
Discretionary AUM
$464.6M
Team
8 total employees; 4 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 294 | $100.1M |
| High net worth individuals | 131 | $340.2M |
| Charitable organizations | 11 | $272.9M |
| Corporations/business entities | 12 | $16.8M |
States served
CA, GA, IL, IN, KS, MD, MA, NY, NC, OH, PA, SC, TN, VA, MO, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD