Gradient Capital Advisors, LLC
● SEC registered since 2014CRD 168912SEC# 801-78917San Diego, CA
Reg. AUM
$742.2M
Employees
7
Accounts
1,548
Location
San Diego, CA
Gradient Capital Advisors, LLC assets under management
Gradient Capital Advisors, LLC is an SEC-registered investment adviser based in San Diego, CA. The firm has been registered since 2014. It reports $742.2 million in regulatory assets under management and employs 7 people.
Gradient Capital Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eric Eugene Simms Control | Senior Partner | 25-50% | 2014 |
| Rodney Allen Simms Control | Senior Partner | 50-75% | 2014 |
| Timothy Akira Sagawa Control | Senior Partner And Chief Compliance Officer | 10-25% | 2014 |
Frequently asked questions
How much does Gradient Capital Advisors, LLC manage?
Gradient Capital Advisors, LLC reports $742.2 million in regulatory assets under management on its Form ADV.
How many employees does Gradient Capital Advisors, LLC have?
Gradient Capital Advisors, LLC reports 7 employees.
Where is Gradient Capital Advisors, LLC located?
Gradient Capital Advisors, LLC is based in San Diego, CA and has been SEC-registered since 2014.
Does Gradient Capital Advisors, LLC disclose fund performance?
Gradient Capital Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2125 Poinsettia Drive, San Diego, CA 92107 |
| Phone | 619-255-0700 |
| Fax | 619-255-0777 |
| Office hours | 8:30 a.m. - 5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1727917 |
| Discloses disciplinary history | No |
Regulatory AUM
$742.2M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$742.2Mregulatory AUM
Discretionary $648.2MNon-discretionary $94M