GRADIENT CAPITAL ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$742,204,721
Discretionary
$648,170,582
Non-discretionary
$94,034,139
Firm details
- CRD number
- 168912
- SEC file number
- 801-78917
- Main office
- SAN DIEGO, CA, United States
- Employees
- 7
- SEC status
- Approved
- Website
- HTTP://WWW.GRADIENTCAPITAL.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.