Cordgrass Capital Advisors, LLC

RIASEC Registered

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, owner-operated registered investment adviser that began SEC registration in 2021. The firm acts as a hybrid wealth manager and capital allocator for both individual/family and institutional clients. Its advisory services include financial planning, discretionary and non‑discretionary portfolio management for individuals, small businesses and institutions, pension consulting services, and the selection of other advisers. Fee arrangements include a percentage of assets under management, hourly charges and fixed fees. Cordgrass also places client capital with third-party alternative managers as part of its asset allocation approach.