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Graver Capital Management, LLC

Graver Capital Management, LLC. CRD 312515

G

CRD: 312515

Graver Capital Management, LLC

Columbus, OH, 43220
(614) 499-2500
www.gravercapmgmt.com
$153.5M Total AUM
$153.5M Disc. AUM
-- 3Y CAGR
4 Employees
186 ADV. Clients
5 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Wells Fargo
Clients
Retail
Platforms
Available
Established Date
01-31-2021
Office Locations
1

Office Locations

1550 OLD Henderson Road Suite E-273 Columbus OH

About Graver Capital Management, LLC

Graver Capital Management (founded 2021 by James Graver) is a boutique RIA focused on proactive wealth and investment planning, emphasizing responsive, personalized service and multi-generational relationships. The firm advises retail clients including business owners and entrepreneurs, building portfolios that lean heavily on ETFs and public funds, with custody through Charles Schwab.

Team overview

56 AVG AGE
$76.8M AVG AUM / ADVISOR
$825.4K AVG AUM / CLIENT
5 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age

Insights

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Asset Classes

Available

Client Personas

Available

Custodian

Available

Investment Themes

Available

Investment Vehicles

Available

Platform

Available

Services

Available

Technology

Available

Owner & Executives

J

JAMES HARRISON GRAVER

Chief Compliance Officer, PRINCIPAL

CRD
#2835090
Ownership
75% or more
Available
Available
Available

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Contacts

T

Terrance P Hennessy III

Financial Advisor

CRD
#7264151
Available
Available
Available

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-17-2025
02-04-2026
Category Assets AVG. Account size
Discretionary $153,517,812 $282,202
Non-Discretionary $0 --
Total $153,517,812 $282,202

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
Public Funds:
Available
Cash:
Available
Municipal Bonds:
Available
Other:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Public Funds Available Available
Cash Available Available
Municipal Bonds Available Available
Other Available Available
Total Available Available

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