This is a profile preview from the AdvizorPro Platform.
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.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
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%
Bridge pioneer
Fusion delta value
- CRD
- #11196
- Ownership
- 43.8%
Showing 2 of 3 owners & executives
Unlock allContacts
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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $742,204,721
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $801,119,455 | 27.7% |
| Equity - Exchange | $945,725,855 | 32.7% |
| Cash | $404,897,919 | 14.0% |
| U.S. Government/Agency | $271,860,032 | 9.4% |
| Other | $468,524,735 | 16.2% |
| Total | $2,892,127,996 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CREST TIMBER | BEACON BRIDGE | IFR6ODJUJ | JIJY | 8.68% | $98,937,211 |
| DELTA OPTIMA WAVE | RIDGE TIMBER | K5BMCG9ZQ | YPZJS | 12.13% | $105,682,712 |
| SIGNAL EAGLE MOMENTUM | VERTEX ALPHA | Q8BND9MQ2 | PWMK | 4.19% | $56,846,192 |
| PEAK OAK | FOCUS MERIDIAN | Z7ZHU0RA3 | WAV | 6.60% | $100,006,806 |
| PATHWAY LEGACY | HARBOR VITAL | CMVP75VTC | UWNV | 9.24% | $112,505,281 |
| SIGNAL ALPHA TIMBER | VECTOR MATRIX | ROUT52BWJ | NDJY | 2.63% | $9,536,335 |
| FOCUS SIGNAL VECTOR | FOUNDATION ATLAS | QK94OQAHV | GPF | 5.60% | $80,365,641 |
| FRONTIER BEACON MERIDIAN | TIMBER FRONTIER | OIUFVJVCU | RRVL | 7.15% | $118,107,851 |