Sharper & Granite LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$327,542,922
Clients
124
Advisors
4
across 2 offices
About
Sharper & Granite, LLC provides comprehensive portfolio management to individuals, high-net-worth individuals, trusts and retirement plans and generally charges percentage-of-assets advisory fees for discretionary management. As of December 31, 2025 the firm reported about $366 million in discretionary assets under management and typically requires a negotiable $250,000 account minimum.
The firm follows a top-down, asset-allocation approach that emphasizes low-cost, tax-efficient index ETFs and no-load index mutual funds, objective fund scoring, and portfolio construction informed by CAPM and linear programming to estimate efficient-frontier allocations; diversification and limited trading are emphasized. Uncommonly for a team firm of its size, Sharper & Granite permits the use of margin/borrowing in managed accounts (pledging securities as collateral) and discloses the specific risks of margin use, including potential forced sales and interest costs.
Operationally, the firm uses third-party systems (Black Diamond) for quarter-end pricing and billing and applies accrued-interest conventions for individual bonds, which can affect reporting and fee calculations. The brochure also discloses a 2007 state review finding that the firm provided advisory services before formal licensure, a disciplinary item prospective clients may wish to review in Item 9.
Client services
Expertise
Fee options
< $200,000 - $200,000: 1.8% $200,000 - $400,000: 1.7% $400,001 - $800,000: 1.6% $800,001 - $1,000,000: 1.5% $1,000,001 - $2,000,000: 1.4% $2,000,001 - $3,000,000: 1.3% $3,000,001 - $4,500,000: 1.0% > $4,500,001+: Negotiable
Account minimum: $250,000 (negotiable)
Main office
See office400 Continental Plaza, Suite 600
El Segundo CA 90245
Advisors at this office
3
Offices (2)
Most active in
California · Colorado · Ohio · Texas
Also doing business as
Christopher Thomas Casanega · Sharper & Granite · Sharper & Granite LLC
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Ryan P
Series 65
El Segundo, CA
Sharper & Granite LLC
Ryan Peabody is a financial advisor at Sharper & Granite LLC with nine years of industry experience. He holds a Series 65 designation and has been with Sharper & Granite since 2016. Sharper & Granite LLC provides portfolio management services to individuals, high-net-worth individuals, trusts, and retirement plans. The firm employs a top-down, asset-allocation strategy focusing on low-cost, tax-efficient index ETFs and mutual funds, and permits the use of margin in managed accounts.
Tina H
Series 65
El Segundo, CA
Sharper & Granite LLC
Tina Herrera is a financial advisor at Sharper & Granite LLC in El Segundo, CA, holding a Series 65 designation with six years of industry experience. She has been with Sharper & Granite since 2014. Sharper & Granite provides comprehensive portfolio management to individuals, high-net-worth clients, trusts, pensions, and profit-sharing plans, managing approximately $318 million on a discretionary basis. The firm utilizes a top-down asset allocation approach focused on low-cost, tax-efficient index ETFs and no-load index mutual funds, employing statistical methods to estimate efficient frontier allocations.
Christopher C
Series 65
El Segundo, CA
Sharper & Granite LLC
Christopher Casanega is a financial advisor at Sharper & Granite LLC with 12 years of industry experience. He holds a Series 65 designation and has been with Sharper & Granite since 2003. Sharper & Granite provides comprehensive portfolio management services to individuals, high-net-worth clients, trusts, pensions, and profit-sharing plans, managing approximately $318 million on a discretionary basis. The firm uses a top-down asset allocation process focused on low-cost, tax-efficient index ETFs and no-load index mutual funds, applying statistical methods to optimize portfolio allocations.
Andrew L
Series 65
Strongsville, OH
Sharper & Granite LLC
Andrew Lessman is a financial advisor at Sharper & Granite LLC with a Series 65 designation and two years of industry experience. He previously worked at National Interstate Insurance from 2014 to 2022 before joining Sharper & Granite. Sharper & Granite provides portfolio management services to individuals, high-net-worth clients, trusts, pensions, and profit-sharing plans, managing approximately $318 million in discretionary assets. The firm uses a top-down asset allocation process that emphasizes low-cost, tax-efficient index ETFs and no-load index mutual funds, supported by statistical methods to estimate efficient frontier allocations.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)