# Gradow Capital Management, LLC

> Gradow Capital Management, LLC is a state-registered investment advisory firm in Lake Oswego, OR, registered since 2004, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 10, 2026.

- CRD: 133071
- Filed as: GRADOW CAPITAL MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lake Oswego, OR
- Filing period: October 2026
- Form ADV filing dated: August 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/133071
- AdvisorCensus page: https://advisorcensus.com/firm/gradow-capital-management-llc-lake-oswego-or-133071

## Quick answers

**How is Gradow Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Gradow Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Gradow Capital Management, LLC located?**
Gradow Capital Management, LLC's principal office is in Lake Oswego, OR, according to its Form ADV.

**Is Gradow Capital Management, LLC registered with the SEC or a state?**
Gradow Capital Management, LLC is a state-registered investment advisory firm, registered since 2004. Status as filed: APPROVED. CRD 133071.

**How much does Gradow Capital Management, LLC manage?**
Gradow Capital Management, LLC reports $33,800,000 in regulatory assets under management in its Form ADV filing dated August 10, 2026 (100% discretionary).

**What types of clients does Gradow Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (5); individuals (other than high net worth individuals) (4).

**Does Gradow Capital Management, 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/133071

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $33,800,000
- Discretionary: $33,800,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $7,600,000 |
| High net worth individuals | 5 | $26,200,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2004 (21 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- gradowcap.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Gradow Capital Management, LLC (CRD 133071): Form ADV filing data as of October 2026.