Cordgrass Capital Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$440,273,337
Clients
425
Advisors
3
of 8 employees
About
Cordgrass Capital Advisors provides investment advisory, financial planning, institutional consulting, and retirement plan services to individuals (including high‑net‑worth clients), corporations, foundations, trusts, pension and profit‑sharing plans, and plan participants. The firm offers both discretionary and non‑discretionary portfolio management, standalone financial planning, retirement plan consulting, and donor‑advised fund advisory.
The firm’s investment process begins with gathering client circumstances, objectives, and risk tolerance to establish a strategic asset allocation across equity, fixed income, alternatives and cash equivalents, relying primarily on fundamental analysis with technical analysis used selectively. Cordgrass may employ separate account managers when appropriate, uses a third‑party platform to manage held‑away retirement participant accounts, and provides periodic account reviews and reporting, including quarterly IPS compliance testing for institutional clients.
Notably, the firm manages roughly $730 million in assets while serving about 425 client relationships, producing a high client‑per‑advisor ratio (more than 200 clients per adviser), which is reflected in its reliance on manager selection, third‑party technology, and Schwab’s institutional custody and support services to scale operations. The brochure documents formalized processes—written Investment Policy Statements for institutions, aggregation and allocation policies for block trading, and a Code of Ethics with personal trading procedures—intended to govern oversight and compliance across a large number of client accounts.
Client services
Expertise
Occupation focus
Fee options
Flat fees for financial planning and consulting; minimum flat fee for portfolio management may be imposed.
0+: Negotiated up to a maximum of 1.50% $2,000,000+: Maximum fee of 1.00% for institutional consulting fees
Hourly fee charged for financial planning and consulting services, negotiated per engagement.
Minimum fee: Minimum flat fee may be imposed when agreed, not to exceed 1.50% maximum fee. Fee-only: Financial planning and consulting charged hourly or flat fee, negotiated per engagement.
Main office
3101 Glenwood Avenue, Suite 102
Raleigh NC 27612
Advisors at this office
3
Most active in
California · Florida · Georgia · Illinois · Indiana · Kansas · Maryland · Massachusetts · Missouri · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Tennessee · Texas · Virginia · Washington
Also doing business as
Cordgrass Capital Advisors, LLC · Oak Harbor Wealth Partners, LLC · Sporting Wealth Partners
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.
Advisors at this firm
Kinston W
CFP®
Raleigh, NC
Cordgrass Capital Advisors, LLC
Kinston Whitener is a CFP® affiliated with Cordgrass Capital Advisors, LLC in Raleigh, NC. He has professional experience beginning in 2022, including prior roles at Oak Harbor Wealth Partners and Local Government Federal Credit Union. Cordgrass Capital Advisors serves individuals, corporations, foundations, and retirement plans with investment advisory, financial planning, institutional consulting, and retirement plan services. The firm employs a strategic asset allocation process based on client objectives and risk tolerance, utilizing fundamental analysis and third-party managers to scale operations across a large client base.
Paul E
Series 63, Series 66
Raleigh, NC
Cordgrass Capital Advisors, LLC
Paul Elam is a financial advisor at Oak Harbor Wealth Partners, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and worked previously at Raymond James & Associates, Inc. from 2013 to 2021. Elam serves as a director of the Thomas R & Elizabeth E Mclean Foundation and is a board member of the Raleigh Charter High School Foundation, both nonprofit organizations with investment oversight responsibilities. Oak Harbor Wealth Partners serves individuals, retirement plans, and institutional clients, offering discretionary and non-discretionary portfolio management, institutional consulting, and financial planning. The firm employs a strategic asset allocation approach centered on fundamental value analysis, supported by technical analysis for timing decisions, and manages approximately $623 million in assets across about 1,390 clients.
Chris H
CFA®, Series 63, Series 65
Raleigh, NC
Cordgrass Capital Advisors, LLC
Chris Harrell is a CFA® charterholder with 42 years of industry experience. He is currently with Oak Harbor Wealth Partners, LLC, where he has worked since 2021, and previously spent eight years at Raymond James & Associates, Inc. Oak Harbor Wealth Partners serves individuals, including high-net-worth clients, retirement plans, and institutional and trust clients. The firm focuses on strategic asset allocation and fundamental value analysis, using a combination of mutual funds, ETFs, individual securities, options, and separate account managers to implement investment strategies.
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