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| Graver Capital Management LLC
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|---|---|
| CRD # | 312515 |
| SEC # | 801-132265 |
| CIK # | 0002056589 |
| AUM | 153.5 M (2026-02-04) |
| Employees | 4 (50% Investors, 25% Brokers) |
| Phone | 614-499-2500 |
| Address | 1550 Old Henderson Road Columbus, OH 43220 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002056589 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Peoples Bancorp Inc | 1.9 | ||
| Apple Inc | 1.1 | ||
| Philip Morris International Inc | 0.8 | ||
| Advanced Drainage Systems Inc | 0.5 | ||
| Dominion Resources Inc /VA/ | 0.5 | ||
| PepsiCo Inc | 0.5 | ||
| Microsoft Corp | 0.3 | ||
| Altria Group Inc | 0.3 | ||
| YUM Brands Inc | 0.3 | ||
| Amazon Com Inc | 0.3 | ||
| McDonalds Corp | 0.3 | ||
| Huntington Bancshares Inc/MD | 0.3 | ||
| Duke Energy Corp | 0.3 | ||
| Ameren Corp | 0.2 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 152 | 36.6 |
| (b) Individuals (high net worth individuals) | 34 | 116.9 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 544 | 153.5 |
| By Discretionary | ||
| Discretionary | 544 | 153.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 544 | 153.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 153.5 | |
| Total | 544 | 153.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002056589] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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|---|---|---|
|
Shining Rock Advisors LLC
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Worthington Financial Partners LLC
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Aventine Financial Group LLC
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Quantum Capital Investments Inc
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153.0 M | |
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Sustainable Investment Solutions LLC
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Vincent Wealth Advisors LLC
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MA | 152.9 M |