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Gradient Capital Advisors, LLC

● SEC registered since 2014CRD 168912SEC# 801-78917San Diego, CA
Export (members)
Reg. AUM
$637.5M
Employees
7
Accounts
1,506
Location
San Diego, CA

Gradient Capital Advisors, LLC assets under management

Gradient Capital Advisors, LLC is an SEC-registered investment adviser based in San Diego, CA. The firm has been registered since 2014. It reports $637.5 million in regulatory assets under management and employs 7 people.
www.gradientcapital.comView on SEC.gov ↗

Gradient Capital Advisors, LLC owners & executives

3 reported
NameTitleOwnershipSince
Eric Eugene Simms ControlSenior Partner25-50%2014
Rodney Allen Simms ControlSenior Partner50-75%2014
Timothy Akira Sagawa ControlSenior Partner And Chief Compliance Officer10-25%2014

Frequently asked questions

How much does Gradient Capital Advisors, LLC manage?

Gradient Capital Advisors, LLC reports $637.5 million in regulatory assets under management on its Form ADV.

How many employees does Gradient Capital Advisors, LLC have?

Gradient Capital Advisors, LLC reports 7 employees.

Where is Gradient Capital Advisors, LLC located?

Gradient Capital Advisors, LLC is based in San Diego, CA and has been SEC-registered since 2014.

Does Gradient Capital Advisors, LLC disclose fund performance?

Gradient Capital Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2125 Poinsettia Drive, San Diego, CA 92107
Phone619-255-0700
Fax619-255-0777
Office hours8:30 a.m. - 5:00p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1727917
Discloses disciplinary historyNo

Assets under management

Discretionary$546.5M
Non-discretionary$91M
Total (RAUM)$637.5M