GRADIENT CAPITAL ADVISORS, LLC
CRD #168912 SEC #801-78917 SAN DIEGO, CA 619-255-0700
SEC Registered
Total AUM
$637.5M
Discretionary
$546.5M
Employees
7
Clients
25
Accounts
1,506
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $637.5M | $546.5M | $91M | 7 | 17 |
| Mar 2025 | $637.5M | $546.5M | $91M | 7 | 17 |
| Feb 2024 | $546.4M | $465.9M | $80.5M | 7 | 12 |
| Oct 2023 | $457.1M | $392.9M | $64.2M | 7 | 12 |
| Feb 2023 | $457.1M | $392.9M | $64.2M | 7 | 12 |
| Sep 2022 | $512.7M | $431M | $81.6M | 7 | 13 |
| Jul 2022 | $512.7M | $431M | $81.6M | 7 | 13 |
| Mar 2022 | $512.7M | $431M | $81.6M | 7 | 13 |
| Mar 2022 | $512.7M | $431M | $81.6M | 7 | 13 |
| Aug 2021 | $420.9M | $347.6M | $73.3M | 7 | 14 |
| May 2021 | $420.9M | $347.6M | $73.3M | 7 | 14 |
| Feb 2021 | $420.9M | $347.6M | $73.3M | 7 | 14 |
| Nov 2020 | $366.2M | $296.5M | $69.7M | 7 | 18 |
| Jun 2020 | $366.2M | $296.5M | $69.7M | 6 | 18 |
| Mar 2020 | $366.2M | $296.5M | $69.7M | 6 | 18 |
| Nov 2019 | $301.1M | $240.8M | $60.3M | 6 | 2 |
| Mar 2019 | $301.1M | $240.8M | $60.3M | 6 | 2 |
| Mar 2018 | $300.6M | $240.3M | $60.3M | 6 | 0 |
| Aug 2017 | $248.1M | $191.7M | $56.4M | 6 | 400 |
| Apr 2017 | $248.1M | $191.7M | $56.4M | 6 | 400 |
| Feb 2017 | $248.1M | $191.7M | $56.4M | 6 | 400 |
| Mar 2016 | $240.5M | $193.2M | $47.3M | 6 | 400 |
| Feb 2015 | $184.8M | $149.4M | $35.4M | 4 | 275 |
| Sep 2014 | $156.4M | $134.8M | $21.6M | 3 | 0 |
| May 2014 | $156.4M | $134.8M | $21.6M | 3 | 0 |
| May 2014 | $0 | $0 | $0 | 3 | 0 |
| Jan 2014 | $0 | $0 | $0 | 3 | 0 |
| Dec 2013 | $0 | $0 | $0 | 3 | 0 |
DateJul 2025
Total AUM$637.5M
Discretionary$546.5M
Non-Disc.$91M
Employees7
Clients17
DateMar 2025
Total AUM$637.5M
Discretionary$546.5M
Non-Disc.$91M
Employees7
Clients17
DateFeb 2024
Total AUM$546.4M
Discretionary$465.9M
Non-Disc.$80.5M
Employees7
Clients12
DateOct 2023
Total AUM$457.1M
Discretionary$392.9M
Non-Disc.$64.2M
Employees7
Clients12
DateFeb 2023
Total AUM$457.1M
Discretionary$392.9M
Non-Disc.$64.2M
Employees7
Clients12
DateSep 2022
Total AUM$512.7M
Discretionary$431M
Non-Disc.$81.6M
Employees7
Clients13
DateJul 2022
Total AUM$512.7M
Discretionary$431M
Non-Disc.$81.6M
Employees7
Clients13
DateMar 2022
Total AUM$512.7M
Discretionary$431M
Non-Disc.$81.6M
Employees7
Clients13
DateMar 2022
Total AUM$512.7M
Discretionary$431M
Non-Disc.$81.6M
Employees7
Clients13
DateAug 2021
Total AUM$420.9M
Discretionary$347.6M
Non-Disc.$73.3M
Employees7
Clients14
DateMay 2021
Total AUM$420.9M
Discretionary$347.6M
Non-Disc.$73.3M
Employees7
Clients14
DateFeb 2021
Total AUM$420.9M
Discretionary$347.6M
Non-Disc.$73.3M
Employees7
Clients14
DateNov 2020
Total AUM$366.2M
Discretionary$296.5M
Non-Disc.$69.7M
Employees7
Clients18
DateJun 2020
Total AUM$366.2M
Discretionary$296.5M
Non-Disc.$69.7M
Employees6
Clients18
DateMar 2020
Total AUM$366.2M
Discretionary$296.5M
Non-Disc.$69.7M
Employees6
Clients18
DateNov 2019
Total AUM$301.1M
Discretionary$240.8M
Non-Disc.$60.3M
Employees6
Clients2
DateMar 2019
Total AUM$301.1M
Discretionary$240.8M
Non-Disc.$60.3M
Employees6
Clients2
DateMar 2018
Total AUM$300.6M
Discretionary$240.3M
Non-Disc.$60.3M
Employees6
Clients0
DateAug 2017
Total AUM$248.1M
Discretionary$191.7M
Non-Disc.$56.4M
Employees6
Clients400
DateApr 2017
Total AUM$248.1M
Discretionary$191.7M
Non-Disc.$56.4M
Employees6
Clients400
DateFeb 2017
Total AUM$248.1M
Discretionary$191.7M
Non-Disc.$56.4M
Employees6
Clients400
DateMar 2016
Total AUM$240.5M
Discretionary$193.2M
Non-Disc.$47.3M
Employees6
Clients400
DateFeb 2015
Total AUM$184.8M
Discretionary$149.4M
Non-Disc.$35.4M
Employees4
Clients275
DateSep 2014
Total AUM$156.4M
Discretionary$134.8M
Non-Disc.$21.6M
Employees3
Clients0
DateMay 2014
Total AUM$156.4M
Discretionary$134.8M
Non-Disc.$21.6M
Employees3
Clients0
DateMay 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJan 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateDec 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0