RIA Intel›Advisers›Oregon›GRADOW CAPITAL MANAGEMENT, LLC

GRADOW CAPITAL MANAGEMENT, LLC

Advisory

LAKE OSWEGO, OR

Data as of Aug 10, 2026 · Source: SEC Form ADV

Average account

$4M

across 9 accounts

AUM per adviser

$34M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 10, 2026.

Total AUM

$34M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$34M

Discretionary AUM$34M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients9

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOR, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

9 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in OR

Closest by assets under management. All figures from Form ADV.

VINTAGE ASSET MANAGEMENT, LLC

$34M

OPTIMUM CAPITAL STRATEGIES LLC

$34M

BURNSIDE AND CO.

OREGON CITY, OR

$35M

SERENE POINT ADVISORS LLC

$33M

WYCHICK INVESTMENT ADVISORS, INC.

$33M

SUSAN A. NESTOR, P.C.

$33M

Get the full picture on GRADOW CAPITAL MANAGEMENT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track GRADOW CAPITAL MANAGEMENT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans