Blue Granite Capital, LLC
Firm details
- Headquarters
- Charleston, South Carolina
- CRD number
- 125607
- Registered since
- April 14, 2026
- Website
- bluegranitecapital.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- Public Funds/Mutual Funds15%
- Cash & Cash Equivalents6%
- Other2%
- Investment Grade Corp Bonds1%
Contacts
2 of 2John Shubert
Managing PartnerCRD 867108
Scott Shubert
FounderCRD 1083842
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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