$33.8M Total AUM
$33.8M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
21 yrs Firm Age
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- Custodian
- Assetmark · Fidelity/NFS · US Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-23-2004
- Office Locations
- 1
Office Locations
4800 SW Meadows Road Suite 300 Lake Oswego OR
About Gradow Capital Management, LLC
Gradow Capital Management, LLC is an independent RIA in Lake Oswego, OR serving retail clients. The firm builds asset-allocation portfolios using ETFs and fixed income, with meaningful use of municipal bonds, and may incorporate mutual funds and insurance solutions. Custody is reported with platforms including Fidelity/NFS and AssetMark. Founded in 2004 and owner-led by Steven Mark Gradow (CIO/CCO).
Team overview
61 AVG AGE
$33.8M AVG AUM / ADVISOR
$3.8M AVG AUM / CLIENT
21.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
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Asset Classes
Atlas Meridian radial
Investment Themes
Horizon insight
Investment Vehicles
Ridge beacon
Services
Matrix
Owner & Executives
S
STEVEN MARK GRADOW
Chief Compliance Officer, Chief Investment Officer, Owner, President
- CRD
- #2721557
- Ownership
- 75% or more
(631) 605-5940
unison.crest@matrixcapital.com
in linkedin.com/in/harbor-horizon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $33,800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $33,800,000
Equity - Exchange:
27.7% Municipal Bonds:
21.1% Cash:
22.6% Corporate - Non-Investment Grade:
15.1% U.S. Government/Agency:
13.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,359,351,574 | 27.7% |
| Municipal Bonds | $1,797,195,603 | 21.1% |
| Cash | $1,924,958,324 | 22.6% |
| Corporate - Non-Investment Grade | $1,286,144,721 | 15.1% |
| U.S. Government/Agency | $1,149,864,486 | 13.5% |
| Total | $8,517,514,708 | 100.0% |