GRADIENT CAPITAL ADVISORS, LLC
SEC RegisteredWe are passionate about providing our clients with personal advice and tailored wealth management solutions.
About the firm
Gradient Capital Advisors is a boutique private wealth management firm that delivers objective, values-driven advice and crafts customized, considered, and comprehensive wealth management plans. The firm accepts clients by referral only and limits the number of families it serves to ensure a high level of dedicated personal attention.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Private wealth management including financial planning and investment management, integrating clients' entire financial picture and collaborating with their trusted advisors.
Who they serve
Families accepted by referral only, including multi-generational client relationships where the firm also mentors heirs.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 205 | $65M |
| High Net Worth Individuals | 257 | $655M |
| Charitable Organizations | 8 | $14M |
| State/Municipal Entities | 2 | — |
15 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of February 26, 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. GRADIENT CAPITAL ADVISORS, 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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