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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Gradient Capital Advisors LLC
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|---|---|
| CRD # | 168912 |
| SEC # | 801-78917 |
| CIK # | 0001727917 |
| AUM | $637.5 M (2025-07-31) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 619-255-0700 |
| Address | 2125 Poinsettia Drive San Diego, CA 92107 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 15.2 | ||
| Microsoft Corp | 7.2 | ||
| J P Morgan Chase & Co | 7.0 | ||
| Tesla Motors Inc | 5.6 | ||
| Facebook Inc | 4.6 | ||
| Nvidia Corp | 4.4 | ||
| Alphabet Inc | 3.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 211 | 63.8 |
| (b) Individuals (high net worth individuals) | 246 | 543.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 20.3 |
| (h) Charitable organizations | 2 | 7.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 2.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,506 | 637.5 |
| By Discretionary | ||
| Discretionary | 1,313 | 546.5 |
| Non-Discretionary | 193 | 91.0 |
| Total | 1,506 | 637.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.2 | |
| United States Persons | 632.3 | |
| Total | 1,506 | 637.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001727917] |
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|---|---|---|
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Oneascent Investment Solutions LLC
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AL | 0.6 |
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WA | 0.6 |
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0.6 | |
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FL | 0.6 |
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Renaissance Investment Group LLC
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MA | 0.6 |
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Affinity Capital Advisors LLC
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CA | 0.6 |
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IAM Advisory LLC
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PA | 0.6 |