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- Custodian
- Comerica Bank ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-04-2007
- Office Locations
- 2
Office Locations
About Blue Granite Capital, LLC
Blue Granite Capital is a Charleston, SC-based RIA with an office in Orlando, FL providing personalized, tax-efficient portfolio management using its customized Blue Granite Core Investment Strategy. The firm emphasizes capital preservation, diversification, and long-term growth, often implemented with ETFs. It also publishes regular market updates sharing insights from senior investment team members.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
SCOTT BRUCE SHUBERT
Partner, President
- CRD
- #1083842
- Ownership
- 75% or more
JOHN MARC SHUBERT
Chief Compliance Officer, Managing Partner, PARTNER
- CRD
- #867108
- Ownership
- 10% but less than 25%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $108,773,163 | $1,222,170 |
| Non-Discretionary | $0 | -- |
| Total | $108,773,163 | $1,222,170 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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