Gradow Capital Management, LLC

RIASEC Registered
Total AUM
$33.8M
Discretionary
$33.8M
100% of AUM
Avg account
$3.8M
Accounts
9
Employees
1
Advisory reps
1

Firm details

Headquarters
Lake Oswego, Oregon
CRD number
133071
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC, U.S. BANK, N.A.
Fee structure
Percentage of AUM
Client types
  • HNWI77.51%
  • Individuals22.49%
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Gradow Capital Management, LLC is an independent, owner-operated registered investment adviser that manages portfolios for individuals, families and small businesses. The firm operates on a percentage-of-AUM fee model and identifies itself as a capital allocator that also selects third‑party managers on behalf of clients. Its advisory focus is portfolio management for individual/small business clients and the selection of other advisers. Gradow is not positioned as an ESG-focused manager, nor as a pension or related-adviser specialist.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 55%, State & Local Bonds 30%, US Government Bonds 5%, Non-Investment Grade Corp Bonds 5%, Cash & Cash Equivalents 5%55%
  • Exchange Traded Equities55%
  • State & Local Bonds30%
  • US Government Bonds5%
  • Non-Investment Grade Corp Bonds5%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • Steven Gradow

    Steven Gradow

    Managing DirectorCRD 2721557

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Lake Oswego, OR

Clackamas

Location

Lake Oswego, OR

Headquartered in Lake Oswego, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.

Metro area
Portland-Vancouver-Salem, OR-WA
Region
West
County
Clackamas
Address
4800 Meadows Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth