Cordgrass Capital Advisors, LLC
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
FINTRXOverview
Cordgrass Capital Advisors, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and owned by an individual. The firm describes itself as a capital allocator serving both high-net-worth individuals and families as well as institutional clients. Its advisory services cover financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and selection of other advisers. Compensation arrangements include percentage-of-AUM fees as well as hourly and fixed-fee engagements. Cordgrass does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds63%
- Exchange Traded Equities34%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
William Hesmer
Chief Compliance OfficerCRD 6166507
Contacts
3 of 3
Kinston Whitener
Wealth Management AssociateCRD 8311296
Paul Elam
PrincipalCRD 4640119
Chris Harrell
PrincipalCRD 1080957
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 152Active vs passive
$110M in ETFs
84%
$91.7M
15%
$18M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $11M | 16,066 | 10.06% |
Location
Raleigh, NC
Wake
Location
Raleigh, NC
Headquartered in Raleigh, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.
- Metro area
- Raleigh-Durham-Cary, NC
- Region
- South
- County
- Wake
- Address
- 3101 Glenwood Ave
- Time zone
- ET (UTC-5)
- Office locations
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