GRAVER CAPITAL MANAGEMENT, LLC

Overview

Graver Capital Management, LLC is an independent, fee-based registered investment adviser that focuses on discretionary portfolio management and financial planning for individual and family clients. The firm runs custom portfolios, with a clear tilt toward publicly traded securities — primarily exchange-traded equities and ETFs — and uses discretionary authority to implement asset allocation and security selection. Its business model centers on percentage-of-AUM fees and delivering tailored equity exposure via separately managed account structures. Graver Capital is not positioned as an ESG-first investor and operates on a single-state basis per its filings. The firm does not act as a capital allocator or launch proprietary funds; instead it places client capital into third-party mutual funds, ETFs, individual equities and selective external alternative managers. Advisory activity emphasizes individualized portfolio construction, tax-aware execution and direct equity exposure rather than large-scale institutional consulting or pension work.

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Location & Offices