CRD: 300314
Jackson Square Capital, LLC
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- Custodian
- Charles Schwab & Company · Jackson National Life · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-11-2019
- Office Locations
- 1
Office Locations
About Jackson Square Capital, LLC
Jackson Square Capital, LLC is a San Francisco–based RIA serving retail and institutional clients with wealth management and financial planning, including portfolio construction plus tax, estate, charitable, and insurance planning. Portfolios are ETF-heavy with fixed income and alternative allocations as needed. The firm custody-partners with providers such as Schwab and Pershing and has been recognized by publications including Newsweek as a top financial advisory firm.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ANDREW GILBERT GRAHAM
Chief Executive Officer, Partner
- CRD
- #1325229
- Ownership
- 75% or more
Stacy Sizemore
Chief Compliance Officer
- CRD
- #4052029
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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MICHAEL JOHN CORDANO
Investment Advisor
- CRD
- #6608121
JACK IAN MCROSKEY
Associate Advisor
- CRD
- #7586261
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $520,929,437 | $912,311 |
| Non-Discretionary | $43,360,061 | $722,668 |
| Total | $564,289,498 | $894,278 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | 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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