CORDGRASS CAPITAL ADVISORS, LLC

RIASEC RegisteredEst. 2021

Total AUM

$730M

Discretionary

$465M

64% of AUM

Avg account

$459K

Accounts

1,592

Employees

Advisory reps

Firm details

Headquarters: RALEIGH, North Carolina
CRD number: 311528
Registered since: September 3, 2021
Website: oakharborwealthpartners.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI46.6%
Charitable Organizations37.38%
Individuals13.71%
Corporations / Businesses2.3%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Cordgrass Capital Advisors, LLC is an independent, SEC‑registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional investors and positions itself as a capital allocator — it makes direct allocations to outside managers in addition to managing public portfolios. Its client billing is flexible: percentage of AUM plus options for hourly or fixed fees. Cordgrass lists core advisory services that include financial planning, portfolio management for individuals/small businesses and for corporations or institutions, pension consulting work, and the selection/oversight of other advisers. The firm does not identify as an active ESG investor.