Gradient Capital Advisors, LLC

CRD 168912 · San Diego, CA · $742.2M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 168912
SEC number: 801-78917
Firm type: RIA
Assets under management: $742.2M as of Feb 26, 2026
Website: www.gradientcapital.com ↗
Phone: 619-255-0700
Address: 2125 Poinsettia Drive, San Diego, CA, 92107

Advisors at this firm

5 in our index · page 1 of 1

Timothy Akira SagawaCRD 4627677 · San Diego, CA

IA Registered
Trevor ShawCRD 6373428 · San Diego, CA

IA Registered
Eric Eugene SimmsCRD 2575354 · San Diego, CA

IA Registered
Rodney Allen SimmsCRD 1854316 · San Diego, CA

IA Registered
Eric Hans YeagerCRD 4137867 · San Diego, CA

IA Registered

Source & corrections

Where this page comes from

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