Investment adviser · CRD 168912
GRADIENT CAPITAL ADVISORS, LLC
Investment adviser filing (IA)
SAN DIEGO, CA, United States · Form ADV filed Feb 26, 2026
- Regulatory AUM
- $742M Form ADV · Item 5.F
- Client accounts
- 1,548 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 257 | $654,730,150 | 88.2% |
| Individuals | 205 | $65,259,266 | 8.8% |
| Retirement plans | 8 | $13,523,545 | 1.8% |
| Charities | Fewer than 5 | $6,054,712 | 0.8% |
| Corporations & businesses | 6 | $2,637,048 | 0.4% |
Filing source
Form ADV 2058749 · Feb 26, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 26, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2125 POINSETTIA DRIVESAN DIEGO, CA, 92107, United States
CRD 168912
Filing source
Form ADV 2058749 · Feb 26, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.