Overview
Assets Under Management: $154 million
Headquarters: COLUMBUS, OH
High-Net-Worth Clients: 34
Average Client Assets: $3 million
Frequently Asked Questions
GRAVER CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #312515), GRAVER CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
GRAVER CAPITAL MANAGEMENT, LLC is headquartered in COLUMBUS, OH.
GRAVER CAPITAL MANAGEMENT, LLC serves 34 high-net-worth clients according to their SEC filing dated February 04, 2026. View client details ↓
According to their SEC Form ADV, GRAVER CAPITAL MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
GRAVER CAPITAL MANAGEMENT, LLC manages $154 million in client assets according to their SEC filing dated February 04, 2026.
According to their SEC Form ADV, GRAVER CAPITAL MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 34
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.13
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 544
Discretionary Accounts: 544
Regulatory Filings
CRD Number: 312515
Filing ID: 2048968
Last Filing Date: 2026-02-04 09:06:24