San Antonio, TX Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Gradient Advisors, LLC
Multi-team
Firm-wide stats for Gradient Advisors, LLC
About
Gradient Advisors, LLC provides investment management, financial planning, and consulting to a mix of individuals, retirement plans, trusts, estates, charitable organizations, corporations and other business entities. The firm delivers these services through a network of Investment Advisor Representatives and reports roughly $289 million in regulatory assets under management alongside about $1.10 billion in assets under administration, for total platform assets of approximately $1.39 billion.
Gradient works with clients primarily through third‑party money managers and IARs who act as liaisons, offering advice and implementation support while often leaving trade execution and continuous management to the TPMMs. The brochure describes a largely non‑discretionary operating model—clients must approve transactions—and documents client objectives and risk tolerance using tools such as the Color of Money Risk Analysis, while employing fundamental, technical and cyclical analysis in portfolio work.
Notable distinctions include a suite of affiliated relationships and revenue‑sharing or incentive arrangements (for example, with Gradient Investments, Orion Portfolio Solutions, and SEI) and the firm’s role as a referral and administrative platform, which results in a substantially larger AUA relative to assets GA directly manages. The firm also does not custody client assets, discloses that it does not vote proxies on client securities, and highlights potential conflicts from referral and incentive programs in its disclosure documents.
Based on Gradient Advisors, LLC
Location
18618 Tuscany Stone, Suite 200
San Antonio TX 78258
Advisors at this office
2
Advisors at this office
Kevin G
Series 65
San Antonio, TX
Gradient Advisors, LLC
Kevin Gerbers is a financial advisor with Gradient Advisors, LLC in San Antonio, TX, holding a Series 65 license and nine years of industry experience. He has worked at Gradient Advisors since 2022 and also serves as president and presenter for the American Financial Education Alliance, where he conducts financial education classes. Gerbers is additionally involved with Pinnacle Strategic Wealth, Inc. in a leadership role focused on advisory and insurance services. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm primarily operates through a network of Investment Advisor Representatives and third-party money managers, emphasizing a largely non-discretionary, client-approved approach to portfolio management and applying multiple analytical methods to guide investment decisions.
Christopher K
Series 66
San Antonio, TX
Gradient Advisors, LLC
Christopher King is a financial advisor with Gradient Advisors, LLC, holding a Series 66 designation and two years of industry experience. He previously worked at MML Investors Services LLC and Mass Mutual Life Insurance Company. King has also been involved with Pinnacle Strategic Wealth, Inc. in an advisory role. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, focusing on a largely non-discretionary model where clients approve transactions and portfolio decisions utilize fundamental, technical, and cyclical analysis.
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