Gradow Capital Management, LLC
Firm details
- Headquarters
- Lake Oswego, Oregon
- CRD number
- 133071
- Website
- gradowcap.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities55%
- State & Local Bonds30%
- US Government Bonds5%
- Non-Investment Grade Corp Bonds5%
- Cash & Cash Equivalents5%
Contacts
1 of 1Steven Gradow
Managing DirectorCRD 2721557
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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