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Gradient Advisors, LLC

Gradient Advisors, LLC. CRD 152665

Gradient Advisors, LLC logo

CRD: 152665

Gradient Advisors, LLC

Arden Hills, MN, 55126
8778850508
gradientadvisors.com
$289.3M Total AUM
$0 Disc. AUM
15.9% 3Y CAGR
173 Employees
2,216 ADV. Clients
16 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท SEI
Clients
Retail and Institutional
Platforms
--
Established Date
02-10-2010
Office Locations
156

Office Locations

1 Davis Keats Drive Greenville SC
1000 Essington RD Joliet IL
10026 W 190th Place Mokena IL

About Gradient Advisors, LLC

Gradient Advisors, LLC is an SEC-registered RIA focused on supporting financial services professionals with tailored, client-objective-based investment strategies and portfolio construction. The firm operates across retail and institutional channels and uses vehicles such as mutual funds and ETFs. Advisors can affiliate as investment adviser representatives under Gradient; custody includes Charles Schwab.

Team overview

46 AVG AGE
$1.7M AVG AUM / ADVISOR
$130.5K AVG AUM / CLIENT
4.2 yrs AVG TENURE
173 Employees
166 Advisory Reps
173 RIA Reps
16yrs Firm Age

Insights

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Asset Classes

Pathway Prime fusion Timber prime

Investment Themes

Capital Zenith Catalyst oak

Investment Vehicles

Wave

Platform

Oak north Fusion horizon

Services

Alpha Capital Vector atlas Value Delta Vector value Matrix Prime Element horizon

Owner & Executives

C

Clarence W Knox

DIRECTOR

CRD
--
Ownership
Less than 5%
(629) 834-3420
beacon.fusion@timbercapital.com
in linkedin.com/in/prime-peak
BRIAN ANDREW REMME

BRIAN ANDREW REMME

Compliance

CRD
#3103459
Ownership
Less than 5%
(408) 671-1467
momentum.horizon@optimacapital.com
in linkedin.com/in/eagle-ridge

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Contacts

J

Jesse Dean Abshire

--

CRD
#8234988
(693) 393-7634
legacy.atlas@fusioncapital.com
in linkedin.com/in/value-peak
JASON RYAN ADAMS

JASON RYAN ADAMS

Senior Vice President

CRD
#5380367
(459) 564-9913
crest.zenith@peakcapital.com
in linkedin.com/in/crest-harbor
E

Element value

Meridian harbor matrix

CRD
#21471
(745) 978-1065
radial.meridian@fusioncapital.com
in linkedin.com/in/prime-ember

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-11-2022
06-28-2023
05-20-2024
12-10-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $289,253,282 $134,411
Total $289,253,282 $134,411

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Separately Managed Accounts

Total SMA Asset: $289,253,282

$289.3M Total SMA
Public Funds:
8.7%
Equity - Exchange:
16.0%
Cash:
9.0%
Corporate - Investment Grade:
18.2%
Corporate - Non-Investment Grade:
18.4%
Derivatives:
17.9%
Municipal Bonds:
5.6%
Other:
6.2%
Asset class Assets Assets %
Public Funds $536,994,483 8.7%
Equity - Exchange $987,576,061 16.0%
Cash $555,511,534 9.0%
Corporate - Investment Grade $1,123,367,770 18.2%
Corporate - Non-Investment Grade $1,135,712,470 18.4%
Derivatives $1,104,850,718 17.9%
Municipal Bonds $345,651,621 5.6%
Other $382,685,725 6.2%
Total $6,172,350,382 100.0%

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