AdvisorCensus / Financial advisors / South Carolina / Charleston / Blue Granite Capital, LLC
Blue Granite Capital, LLC is an SEC-registered investment advisory firm in Charleston, SC, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 9, 2026.
Quick answers
From the filingHow is Blue Granite Capital, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Blue Granite Capital, LLC reports these compensation arrangements: a percentage of assets under its management.
What does Blue Granite Capital, LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated March 17, 2026 states: Asset-based fee: 0.5% to 1% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Blue Granite Capital, LLC located?
Blue Granite Capital, LLC's principal office is in Charleston, SC, according to its Form ADV.
Is Blue Granite Capital, LLC registered with the SEC or a state?
Blue Granite Capital, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 125607.
How much does Blue Granite Capital, LLC manage?
Blue Granite Capital, LLC reports $108,773,163 in regulatory assets under management in its Form ADV filing dated September 9, 2026 (100% discretionary).
What types of clients does Blue Granite Capital, LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (28); individuals (other than high net worth individuals) (6); pooled investment vehicles (other than investment companies and business development companies) (2).
Which custodians does Blue Granite Capital, LLC use?
Blue Granite Capital, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing LLC as a custodian holding 10% or more of its separately managed account assets.
Does Blue Granite Capital, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/125607
Does Blue Granite Capital, LLC state an account minimum?
Its Form ADV Part 2A brochure dated March 17, 2026 says: "The minimum portfolio value is generally set at $ 500,000. Minimum annual fees may apply. Blue Granite Capital may, at its discretion, make exceptions to the foregoing or negotiate special fee arrangements where Blue Granite Capital deems it appropriate under the circumstances."
What changed in Blue Granite Capital, LLC's recent Form ADV filings?
In the May 2026 filing data: Newly registered with the SEC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 0.5% to 1% a year (a range, as the brochure states it)
The brochure's wording
The annual fee schedule is based on a percentage of assets under management, the complexity of services, or other factors and ranges from 0.50% to 1.00%.
Account minimum: $500,000
The brochure's wording
The minimum portfolio value is generally set at $ 500,000. Minimum annual fees may apply. Blue Granite Capital may, at its discretion, make exceptions to the foregoing or negotiate special fee arrangements where Blue Granite Capital deems it appropriate under the circumstances.
As stated in the firm's Form ADV Part 2A brochure dated March 17, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$108,773,163 as of October 2026, filing dated September 9, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Other
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 3. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
3 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- May 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Blue Granite Capital, LLC (CRD 125607): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/blue-granite-capital-llc-charleston-sc-125607