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GRADIENT CAPITAL ADVISORS, LLC

SAN DIEGO, CA · CRD 168912 · IAPD ↗ · gradientcapital.com · 619-255-0700

$742.2MRegulatory AUM
5Advisory reps
7Employees
15Clients
11-25Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
August 2025 — GRADIENT CAPITAL ADVISORS, LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
March 2024 — GRADIENT CAPITAL ADVISORS, LLC crossed $500M in regulatory AUM ($457.1M -> $546.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.