GRADOW CAPITAL MANAGEMENT, LLC

Overview

Gradow Capital Management, LLC is a small, owner-operated registered investment adviser that focuses on discretionary portfolio management for individuals and small businesses and on selecting outside advisers when needed. The firm charges clients on a percentage-of-assets basis and maintains a concentrated client base made up primarily of individual and family accounts. Investment activity centers on publicly traded equities with a clear preference for exchange-traded instruments, while the firm also integrates third-party alternative managers to introduce non-correlated return streams. The firm is not positioned as an ESG-driven manager and runs a single-state footprint rather than a broad multi-state advisory network. As a capital allocator, Gradow Capital blends internally managed equity exposure with allocations to external managers for real assets and commodity-linked strategies, which suggests a hybrid approach that balances liquid market exposures with less liquid alternative allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices