GRACIAN CAPITAL LLC

RIASEC RegisteredEst. 2023
Total AUM
Avg account
$0
Accounts
0
Employees
3
Advisory reps
3

Firm details

Headquarters
RANCHO SANTA FE, California
CRD number
328687
Registered since
November 6, 2023
Fee structure
Fixed Fees, Performance Based Fees

Firm profile

FINTRX

Overview

Gracian Capital LLC is an SEC-registered limited liability company that began registration in 2023 and is owned by an individual. The firm shows a concentrated, outcome-oriented fee model—combining fixed fees with performance-based fees—which typically signals an active investment approach and alignment of manager compensation with results. The adviser is classified as unclassified and reports no activity as a capital allocator or an active ESG investor. All reported assets are managed on a discretionary basis. Public detail on client segmentation, target asset classes, or manager allocation preferences is not provided. Given the fee structure and the small number of large accounts, the firm is likely focused on bespoke mandates or concentrated strategies rather than broad retail advisory platforms.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • MATTHEW KLIBER

    FounderCRD 2707487

  • AHMAD RASHIDI

    CCOCRD 6124515

  • KATHERINE LOCK

    AnalystCRD 6124511

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

RANCHO SANTA FE, CA

SAN DIEGO

Location

RANCHO SANTA FE, CA

Headquartered in RANCHO SANTA FE, CA, in the West of the United States.

Region
West
County
SAN DIEGO
Address
16236 San Dieguito Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth