← Tributary

GRAVER CAPITAL MANAGEMENT, LLC

COLUMBUS, OH · CRD 312515 · IAPD ↗ · 614-499-2500

$153.5MRegulatory AUM
2Advisory reps
4Employees
0Clients
51-100Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
March 2026 — GRAVER CAPITAL MANAGEMENT, LLC reported RAUM up 26% ($122.0M -> $153.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
January 2026 — GRAVER CAPITAL MANAGEMENT, LLC notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
May 2025 — GRAVER CAPITAL MANAGEMENT, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
April 2025 — GRAVER CAPITAL MANAGEMENT, LLC (COLUMBUS, OH) is newly SEC-registered with $122.0M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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