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Steven G
Series 65
Lake Oswego, OR
Gradow Capital Management, LLC
Steven Gradow is the principal advisor at Gradow Capital Management, LLC, an independent firm based in Lake Oswego, Oregon. He holds a Series 65 credential and has 31 years of industry experience, including over two decades leading his own firm since 2004. Gradow Capital Management provides fee-only investment advisory services to individuals, family foundations, trusts, estates, and charitable organizations. The firm delivers tailored portfolio management and written Personal Investment Plans that include inter-generational, estate, and philanthropic strategies, emphasizing risk controls, asset allocation, and ongoing monitoring. It manages approximately $33.8 million for nine clients and also offers expert-witness consulting on fiduciary, trust, and arbitration matters.
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