GRACIAN CAPITAL LLC

380 Stevens Avenue
Suite 307
Solana Beach, California 92075
Tel: 858-832-1977

About GRACIAN CAPITAL LLC

GRACIAN CAPITAL LLC, formally registered with the SEC as GRACIAN CAPITAL LLC. The firm was established in 11/06/2023. They have over 1 offices throughout the country.

GRACIAN CAPITAL LLC is a Solana Beach, California based Financial Planning firm with nearly $111,264,459 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	328687
SEC#	801-129023
Assets Managed by Firm	$111,264,459
No. of Clients	2
No. of Advisors	3

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Other (RESEARCH AND CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	2	$111,264,459

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