Blue Granite Capital, LLC

RIASEC RegisteredEst. 2026
Total AUM
$109M
Discretionary
$109M
100% of AUM
Avg account
$1.2M
Accounts
89
Employees
3
Advisory reps
2

Firm details

Headquarters
Charleston, South Carolina
CRD number
125607
Registered since
April 14, 2026
Custodians
PERSHING LLC
Fee structure
Percentage of AUM
Client types
  • HNWI81.94%
  • Pooled Investment Vehicles14.46%
  • Pension & Profit Sharing Plans2.69%
  • Individuals0.91%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension Consulting

Firm profile

FINTRX

Overview

Blue Granite Capital, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2026. The firm is owned by an individual and serves both individual/family and institutional clients. It charges advisory fees based on a percentage of assets under management and lists portfolio management for individuals and small businesses, management of pooled investment vehicles, and pension consulting among its advisory activities. The firm does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 75%, Public Funds/Mutual Funds 15%, Cash & Cash Equivalents 6%, Other 2%, Investment Grade Corp Bonds 1%, Non-Investment Grade Corp Bonds 1%75%
  • Exchange Traded Equities75%
  • Public Funds/Mutual Funds15%
  • Cash & Cash Equivalents6%
  • Other2%
  • Investment Grade Corp Bonds1%

Contacts

2 of 2
  • John Shubert

    John Shubert

    Managing PartnerCRD 867108

  • Scott Shubert

    Scott Shubert

    FounderCRD 1083842

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Charleston, SC

Charleston

Location

Charleston, SC

Headquartered in Charleston, SC, in the South of the United States.

Region
South
County
Charleston
Address
215 E Bay St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth