Gradow Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Gradow Capital Management provides fee-only investment advisory services to individuals, family foundations, trusts, estates and charitable organizations, delivering tailored portfolio management and written Personal Investment Plans that can incorporate inter-generational, estate and philanthropic strategies. The firm generally charges percentage-of-assets fees and does not participate in wrap fee programs.
Advice is implemented under a written Investment Policy Statement through a three‑phase Personal Investment Plan that emphasizes risk controls, asset allocation, ongoing monitoring and rebalancing, and uses fundamental security analysis with both long‑ and short‑term strategies. Client accounts are managed on a discretionary basis and held at independent third‑party custodians, with regular account statements provided by the custodian.
Managing about $33.8 million for nine clients, the firm has a relatively high assets‑per‑client profile for an independent advisory practice and has operated since 2004 with leadership that includes significant institutional investment experience at large public funds and private investment firms. The firm also provides occasional expert‑witness consulting on fiduciary, trust, and arbitration matters (approximately one to two cases per quarter), a service offering that is uncommon among similarly sized peers.
Client services
Expertise
Fee options
$0 - $350,000: 1.25% $350,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.85% $3,000,001 - $10,000,000: 0.60% $10,000,000+: Negotiable
Minimum fee: One-time initial administrative setup fee of up to $350 Fee-only: Firm is fee-only, compensated only by clients with no commissions
Main office
4800 SW Meadows Road, Suite 300
Lake Oswego OR 97035
Advisors at this office
1
Most active in
Oregon · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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