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| Gradient Capital Advisors LLC
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| CRD # | 168912 |
| SEC # | 801-78917 |
| CIK # | 0001727917 |
| AUM | 742.2 M (2026-02-26) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 619-255-0700 |
| Address | 2125 Poinsettia Drive San Diego, CA 92107 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001727917 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 20.6 | ||
| Alphabet Inc | 9.4 | ||
| J P Morgan Chase & Co | 7.4 | ||
| Lam Research Corp | 6.8 | ||
| Nvidia Corp | 6.5 | ||
| Tesla Motors Inc | 5.5 | ||
| Microsoft Corp | 5.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 205 | 65.3 |
| (b) Individuals (high net worth individuals) | 257 | 654.7 |
| (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 | 8 | 13.5 |
| (h) Charitable organizations | 2 | 6.1 |
| (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 | 2.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,548 | 742.2 |
| By Discretionary | ||
| Discretionary | 1,375 | 648.2 |
| Non-Discretionary | 173 | 94.0 |
| Total | 1,548 | 742.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 7.3 | |
| United States Persons | 735.0 | |
| Total | 1,548 | 742.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001727917] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 15 (1 non-US) |
| Serves | Institutional, Retail |
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|---|---|---|
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Global Financial Group Advisors LLC
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