Gracian Capital LLC

Gracian Capital LLC (CRD# 165698) is a financial advisory firm headquartered in San Diego, CA. They manage $255,185,195 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    255
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $63,796,299
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Gracian Capital LLC
Showing 1 - 3 of 3 top financial advisors.
1
Matthew R. Kliber
CRD#: 2707487
11512 El Camino Rd, Suite 360, San Diego, CA 92130
93
Wealthminder
score

Matthew Kliber (CRD# 2707487) is an Investment Advisor Representative working at Gracian Capital LLC in San Diego, CA and has over 21 years of experience in the finance industry.

2
Katherine R. Lock
CRD#: 6124511
11512 El Camino Rd, Suite 360, San Diego, CA 92130
90
Wealthminder
score

Katherine Lock (CRD# 6124511) is an Investment Advisor Representative working at Gracian Capital LLC in San Diego, CA and has over 4 years of experience in the finance industry.

3
Ahmad S. Rashidi
CRD#: 6124515
11512 El Camino Rd, Suite 360, San Diego, CA 92130
90
Wealthminder
score

Ahmad Rashidi (CRD# 6124515) is an Investment Advisor Representative working at Gracian Capital LLC in San Diego, CA and has over 4 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.