BLUE GRANITE CAPITAL, LLC
SEC RegisteredFocus on Capital Preservation, Diversification & Growth
About the firm
Blue Granite Capital is a Registered Investment Advisory firm located in historic Charleston, South Carolina and Orlando, Florida. They offer the Blue Granite Core Investment Strategy customized to each individual client's needs, with a mission to provide personalized money management services in a tax efficient manner while protecting client assets.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Customized investment solutions via the Blue Granite Core Investment Strategy, personalized money management services in a tax efficient manner, capital preservation, long-term growth, safety and diversification of client assets.
Who they serve
Individuals and institutions
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 6 | $990k |
| High Net Worth Individuals | 28 | $89M |
| Pension/Profit Sharing Plans | 2 | $16M |
| Charitable Organizations | 2 | $2.9M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| CIT First Tier | 0.10% |
| CIT Second Tier | 0.09% |
| CIT Third Tier | 0.08% |
Data as of March 18, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BLUE GRANITE CAPITAL, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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