Cordgrass Capital Advisors, LLC
Cordgrass Capital Advisors, LLC is an SEC-registered wealth manager in Raleigh, NC with $729.9M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Cordgrass Capital Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 311528, SEC 801-122270, data through 2026-04-17.
- AUM (assets under management / regulatory AUM)
- $729.9M (2026-04-17)
- Firm type
- Wealth Manager
- Location
- Raleigh, NC
- Employees
- 8
- Clients
- 448
- CRD
- 311528
- Ownership
- ELAM, JENNIFER, CLEVELAND; ELAM, PAUL, BODDIE; HARRELL, CHRIS, BRATTAIN; HESMER, WILLIAM, RUSSELL
How much AUM does Cordgrass Capital Advisors, LLC have?
Cordgrass Capital Advisors, LLC reported $729.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-17).
Who owns Cordgrass Capital Advisors, LLC?
Disclosed owners and executives of Cordgrass Capital Advisors, LLC include ELAM, JENNIFER, CLEVELAND, ELAM, PAUL, BODDIE, HARRELL, CHRIS, BRATTAIN, HESMER, WILLIAM, RUSSELL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.