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 20 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 3 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 3 years of experience in the finance industry.

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