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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-30-2003
- Office Locations
- 14
Office Locations
About Gradient Investments, LLC
Gradient Investments, LLC is an independent, privately owned, fee-based SEC-registered RIA providing professional money management via separately managed accounts using ETFs and individual equities. The firm serves individuals and institutional investors including pension plans, foundations, endowments, and corporations, and operates across retail and institutional channels; custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
NICOLE SHELTON Alexander
Chief Compliance Officer
- CRD
- #4249833
- Ownership
- Less than 5%
MICHAEL ARTHUR BINGER
President
- CRD
- #6266863
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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DOUGLAS VICTOR AMIS
CEO, President
- CRD
- #6022170
MATTHEW PHILLIP ANDERSON
Financial Advisor, General Partner
- CRD
- #6337030
Showing 2 of 30 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,201,136,002 | $106,080 |
| Non-Discretionary | $0 | -- |
| Total | $8,201,136,002 | $106,080 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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