CRD: 311528
Cordgrass Capital Advisors, LLC
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- Custodian
- Charles Schwab & Company ยท Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-03-2021
- Office Locations
- 1
Office Locations
About Cordgrass Capital Advisors, LLC
Oak Harbor Wealth Partners is a fiduciary wealth and investment manager offering comprehensive wealth management and customized portfolio management. The firm also provides institutional consulting for foundations and endowments and retirement plan services for business owners with 2 to 100+ employees. Portfolios incorporate public funds and ETFs, with custody support including Schwab and Raymond James.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
PAUL BODDIE ELAM
Chief Compliance Officer, Manager, Principal
- CRD
- #4640119
- Ownership
- 50% but less than 75%
CHRIS BRATTAIN HARRELL
Manager, Principal
- CRD
- #1080957
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Kinston Davis Whitener
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- CRD
- #8311296
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $464,555,684 | $304,228 |
| Non-Discretionary | $265,391,010 | $4,082,939 |
| Total | $729,946,694 | $458,509 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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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