El Segundo, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Sharper & Granite LLC
Supported
Firm-wide stats for Sharper & Granite LLC
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.
Based on Sharper & Granite LLC
Location
400 Continental Plaza, Suite 600
El Segundo CA 90245
Advisors at this office
3
Advisors at this office
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.
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