Gradient Capital Advisors

Trust Score 86%
Trust Score info_outline

Last updated: August 11th, 2019. Data source: SEC filings.


Gradient Capital Advisors, federally registered in 2014, is a Registered Investment Advisor (RIA) in 7 state(s) with a licensed staff of 4 advisors. Gradient Capital Advisors manages $301.1 million and provides investment advisory services for 415 clients (1:104 advisor/client ratio). This firm does not have a disciplinary history.


View More keyboard_arrow_down


View More keyboard_arrow_down

Download PDF

Firm Information

Feature Value
Minimum Investment $0
Average Client Balance $725,620
Hybrid Advisor No
Disciplinary History No
Total AUM $301.1 million
Advisor / Client Ratio 1:104
Headquarters 2125 Poinsettia Drive San Diego, CA 92107
SEC Filings Forms and Brochures    (CRD # 168912)
State(s) Registered AZ, CA, NH, OR, TX, UT, WA

Questions & Answers

Get answers about Gradient Capital Advisors

Ask a question question_answer