Graver Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Graver Capital Management provides wealth management services — combining financial planning and discretionary investment management — to individuals, high net worth individuals, trusts, and estates. The firm is SEC-registered and manages roughly $153.5 million on a discretionary basis, offering portfolio construction, ongoing supervision, and referrals to outside specialists when appropriate.
The advisor typically builds customized, long-term oriented portfolios using low-cost mutual funds and ETFs and may incorporate individual equities and alternative investments to meet client needs; it uses both fundamental and technical analysis and will trade shorter-term when required for rebalancing or client circumstances. Graver Capital documents client investment objectives and risk tolerances, allows reasonable client-imposed restrictions, and monitors accounts regularly with formal reviews at least annually.
Among features that distinguish the firm from many peers, Graver Capital employs borrowing within separately managed accounts — a capability that is uncommon among similar supported firms — and retains operational arrangements that can affect implementation, including an institutional relationship with a custodian that provides technology and operational support. The firm also discloses that certain advisory personnel maintain broker-dealer and insurance licenses and may earn separate, commission-based compensation for those activities, which the firm identifies as potential conflicts and addresses in its disclosures and policies.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.00% annually $2,000,001 - $4,000,000: 0.50% annually $4,000,001+: 0.25% annually Assets placed in alternative investments+: 0.25% annually
Separate commission-based compensation earned by Principal in his capacity as Registered Representative; advisory fees are separate.
Account minimum: Graver Capital generally does not impose a minimum relationship size. Fee-only: Advisory fees based on tiered percentage of assets under management as detailed above.
Main office
1550 Old Henderson Road, Suite E 273
Columbus OH 43220
Advisors at this office
2
Most active in
Florida · Illinois · Ohio · 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.
Quick links
Advisors at this firm
Terrance H
CFP®, Series 63, Series 65
Columbus, OH
Graver Capital Management, LLC
Terrance Hennessy III is a CFP® with six years of industry experience, currently serving as an advisor at Graver Capital Management, LLC. His prior roles include positions at Purshe Kaplan Sterling Investments, Northwestern Mutual, and managing operations at the Claire de Leigh restaurant. In addition to his advisory work, he maintains an agent role for fixed and traditional insurance products. Graver Capital Management provides wealth management services to individuals, high net worth clients, trusts, and estates, combining financial planning with discretionary investment management. The firm manages approximately $153.5 million in assets and offers customized portfolios utilizing low-cost mutual funds and ETFs, alongside selective use of equities and alternative investments.
James G
Series 63, Series 66
Columbus, OH
Graver Capital Management, LLC
James Graver is an advisor with Graver Capital Management, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, G2 Capital Management, and Wachovia Securities Financial Network. He serves on the Regional Advisory Board of State Bank & Trust Company. Graver Capital Management provides wealth management services combining financial planning and discretionary investment management to individuals, high net worth clients, trusts, and estates. The firm manages approximately $153.5 million on a discretionary basis, using customized portfolios that incorporate low-cost mutual funds, ETFs, individual equities, and alternative investments, with regular account monitoring and formal annual reviews.
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