AdvisorCensus / Financial advisors / California / San Diego / Gracian Capital LLC
Gracian Capital LLC
Filed as GRACIAN CAPITAL LLC
Gracian Capital LLC is a state-registered investment advisory firm in Rancho Santa Fe, CA, registered since 2025, with no regulatory assets under management reported in its Form ADV filing dated March 27, 2026.
Quick answers
From the filingHow is Gracian Capital LLC compensated?
On its Form ADV (Item 5.E, October 2026), Gracian Capital LLC reports these compensation arrangements: fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.
Where is Gracian Capital LLC located?
Gracian Capital LLC's principal office is in Rancho Santa Fe, CA, according to its Form ADV.
Is Gracian Capital LLC registered with the SEC or a state?
Gracian Capital LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 328687.
How have Gracian Capital LLC's assets and staff changed since 2024?
In the Form ADV data for Gracian Capital LLC: Total employees: 3 in October 2024 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.
Does Gracian 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/328687
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- Fixed fees (other than subscription fees)
- Performance-based fees
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
Regulatory assets under management
Item 5.FNot reported.
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.DNot reported.
A 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- Other
Registration and firm details
Items 1, 2, 5- Registration
- State-registered investment adviser. Status as filed: APPROVED.
- Registered since
- 2025 (1 year)
- Employees
- Total: 3. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
State-registered investment advisers are examined by their state securities regulator. 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
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | Not reported | 3 | March 27, 2026 |
| October 2024 | $111,264,459 | 3 | March 7, 2024 |
Total employees: 3 in October 2024 and 3 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
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.INot reported.
Source: 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. Gracian Capital LLC (CRD 328687): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/gracian-capital-llc-rancho-santa-fe-ca-328687