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GRACIAN CAPITAL LLC

SOLANA BEACH, CA · CRD 328687 · IAPD ↗ · 858-832-1977

$111.3MRegulatory AUM
2Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

50
April 2025 — GRACIAN CAPITAL LLC (SOLANA BEACH, CA) left the SEC roster (was $111.3M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
60
April 2024 — GRACIAN CAPITAL LLC reported RAUM up 147% ($45.0M -> $111.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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