Gradient Capital Advisors, LLC
Gradient Capital Advisors, LLC is an SEC-registered wealth manager in San Diego, CA with $742.2M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Gradient Capital Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 168912, SEC 801-78917, data through 2026-02-26.
- AUM (assets under management / regulatory AUM)
- $742.2M (2026-02-26)
- Firm type
- Wealth Manager
- Location
- San Diego, CA
- Employees
- 7
- Clients
- 478
- CRD
- 168912
- Ownership
- SIMMS, RODNEY, ALLEN; SAGAWA, TIMOTHY, AKIRA; SIMMS, ERIC, EUGENE
How much AUM does Gradient Capital Advisors, LLC have?
Gradient Capital Advisors, LLC reported $742.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-26).
Who owns Gradient Capital Advisors, LLC?
Disclosed owners and executives of Gradient Capital Advisors, LLC include SIMMS, RODNEY, ALLEN, SAGAWA, TIMOTHY, AKIRA, SIMMS, ERIC, EUGENE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.