What departments does Gradient Capital Advisors, LLC have?

Gradient Capital Advisors, LLC has employees across 2 departments including Finance, Analytics.

What is the largest department at Gradient Capital Advisors, LLC?

The largest department at Gradient Capital Advisors, LLC is Analytics with 2 employees.

Where are Gradient Capital Advisors, LLC employees located globally?

Gradient Capital Advisors, LLC has employees across 2 continents and 2 countries including India, United States Of America.

How has Gradient Capital Advisors, LLC's team size changed over time?

Gradient Capital Advisors, LLC's team has decreased from approximately 10 to 9 employees based on available data.

Gradient Capital Advisors, LLC Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Gradient Capital Advisors, LLC is a boutique financial services firm that provides private wealth management and objective, fiduciary guidance to a select group of clients. Based in San Diego, California, the firm emphasizes customized, comprehensive wealth plans built on independent advice and a values-driven approach, with custody provided by Charles Schwab Institutional. Its client base is cultivated through referrals, and the firm aims to deliver high levels of personalized attention by restricting the number of families it serves. The principals bring over five decades of combined experience in financial planning and investment management, engaging in ongoing discussions about performance, strategy, and evolving economic conditions. In addition to traditional planning, Gradient has participated in selective investments in exchange-traded funds, reflecting an emphasis on disciplined asset allocation within a fiduciary framework.

Gradient Capital Advisors, LLC Global Highlights

North America
23

United States Of America
23

Asia
1

India
1

Gradient Capital Advisors, LLC's Leadership

A. E.
President
Mobile Phone
Email
L. H.
Investment Advisor Representative
Mobile Phone
Email
E. E.
Investment Analyst
Mobile Phone
Email
S. L.
Client Relations Coordinator
Mobile Phone
Email
V. A.
Portfolio Analyst Intern
Mobile Phone
Email

Gradient Capital Advisors, LLC Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Accounting
Administrative
Analytics
Other

Contact profiles from Gradient Capital Advisors, LLC

Name

Title

Contact Info

Location

Last Update

A. E.
President
Mobile Phone
Email
Oct 08, 2025
L. H.
Investment Advisor Representative
Mobile Phone
Email
United StatesMontana
Mar 24, 2026
E. E.
Investment Analyst
Mobile Phone
Email
Oct 01, 2024
S. L.
Client Relations Coordinator
Mobile Phone
Email
Oct 01, 2024
V. A.
Portfolio Analyst Intern
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is Gradient Capital Advisors, LLC known for?

Gradient Capital Advisors, LLC was founded in 2014 operates in the Financial Services industry. The company's main headquarters is located in 2125 Poinsettia Drive San Diego, California 92107 United States; you can contact the main corporate office by phone at

+1-619-255-****

. Explore Gradient Capital Advisors, LLC's company overview page for more information.

What is Gradient Capital Advisors, LLC's most common email format?

Gradient Capital Advisors, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Gradient Capital Advisors, LLC email formats with LeadIQ.

How many employees does Gradient Capital Advisors, LLC have currently?

Gradient Capital Advisors, LLC has approximately 10 employees as of July 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Gradient Capital Advisors, LLC's key employees and leadership?

As of July 2026, Gradient Capital Advisors, LLC's key employees include:

President: A. E.
Investment Advisor Representative: L. H.
Investment Analyst: E. E.
Client Relations Coordinator: S. L.
Portfolio Analyst Intern: V. A.

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Gradient Capital Advisors, LLC Employee Directory

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