This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-10-2014
- Office Locations
- 2
Office Locations
About Sharper & Granite LLC
Sharper & Granite provides evidence-based investment guidance for individuals, families, and business owners, combining customized portfolio construction, risk assessment, and long-term wealth planning. Founded in 2003, its approach emphasizes global diversification, low-cost tax-efficient vehicles, disciplined ongoing monitoring, and behavioral coaching. The team uses research, statistical modeling, and Monte Carlo simulations to support retirement planning and tax and estate planning guidance.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CHRISTOPHER THOMAS CASANEGA
Chief Compliance Officer, Investment Advisor, MANAGING DIRECTOR
- CRD
- #5014713
- Ownership
- 75% or more
REBECCA ANN CASANEGA
--
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
Tina Maree Herrera
Advisor
- CRD
- #6613023
Andrew William Lessman
--
- CRD
- #7695248
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $366,363,877 | $772,920 |
| Non-Discretionary | $0 | -- |
| Total | $366,363,877 | $772,920 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | 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 |
Continue browsing