CRD: 168912
Gradient Capital Advisors, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-22-2014
- Office Locations
- 1
Office Locations
About Gradient Capital Advisors, LLC
Gradient Capital Advisors is a San Diego-based RIA serving retail and institutional clients, with planning-led wealth management for entrepreneurs. The firm provides financial and tax planning, estate and insurance planning, and discretionary portfolio construction/asset management, with portfolios commonly implemented using ETFs, index funds and mutual funds. Primary custodian: Charles Schwab.
Reported data analysis
What the numbers show
Between July 31, 2025 and February 26, 2026, reported AUM increased 16.4%, from $637.5M to $742.2M.
Across 5 reported observations, AUM increased 44.8% between September 14, 2022 and February 26, 2026, from $512.7M to $742.2M.
Of the latest reported AUM, 87.3% is discretionary and 12.7% is non-discretionary.
The firm reports 5 advisory representatives and 493 clients, or 98.6 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 1 reported office location and 12 years in operation. The source data was last updated on February 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
RODNEY ALLEN SIMMS
Advisor, SENIOR PARTNER
- CRD
- #1854316
- Ownership
- 50% but less than 75%
ERIC EUGENE SIMMS
Advisor, SENIOR PARTNER
- CRD
- #2575354
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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TREVOR SHAW
Wealth Advisor
- CRD
- #6373428
ERIC HANS YEAGER
Wealth Management Advisor
- CRD
- #4137867
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $648,170,582 | $471,397 |
| Non-Discretionary | $94,034,139 | $543,550 |
| Total | $742,204,721 | $479,460 |
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Separately Managed Accounts
SMA allocation detail is available
Gradient Capital Advisors, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Gradient Capital Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.