Gramel Capital Management LLC

Overview

Gramel Capital Management LLC is a small, independent registered investment adviser organized as an LLC and controlled by an individual owner. The firm’s client focus is individual and family households, and it acts as a capital allocator — combining direct management of equity portfolios with the selection and use of third‑party managers. Advisory services include financial planning, discretionary portfolio management for individuals and small businesses, selection of outside advisers, and educational seminars or workshops. The firm also operates as an insurance broker, which can be integrated into its holistic planning work. Investment activity is concentrated in exchange‑traded equities and separately managed account (SMA) structures, with a clear stated preference for equities. Gramel Capital does not position itself as an active ESG investor and it is not a multi‑state adviser, indicating a compact regional focus rather than a national footprint. Fee arrangements are flexible and include fees as a percentage of AUM plus hourly and fixed fees, with additional fee structures possible.

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Location & Offices