# Graver Capital Management, LLC

> Graver Capital Management, LLC is an SEC-registered investment advisory firm in Columbus, OH, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 4, 2026.

- CRD: 312515
- Filed as: GRAVER CAPITAL MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Columbus, OH
- Filing period: October 2026
- Form ADV filing dated: February 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/312515
- AdvisorCensus page: https://advisorcensus.com/firm/graver-capital-management-llc-columbus-oh-312515

## Quick answers

**How is Graver Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Graver Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does Graver Capital Management, LLC charge?**
Its Form ADV Part 2A brochure dated February 4, 2026 states: Up to $2,000,000: 1% a year; $2,000,000 to $4,000,000: 0.5% a year; Above $4,000,000: 0.25% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Graver Capital Management, LLC located?**
Graver Capital Management, LLC's principal office is in Columbus, OH, according to its Form ADV.

**Is Graver Capital Management, LLC registered with the SEC or a state?**
Graver Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 312515.

**How much does Graver Capital Management, LLC manage?**
Graver Capital Management, LLC reports $153,517,812 in regulatory assets under management in its Form ADV filing dated February 4, 2026 (100% discretionary).

**How have Graver Capital Management, LLC's assets and staff changed since 2025?**
In the Form ADV data for Graver Capital Management, LLC: Regulatory assets under management: $121,978,874 in the October 2025 data and $153,517,812 in the October 2026 data, up 26%. Total employees: 3 in October 2025 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Graver Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (152); high net worth individuals (34).

**Which custodians does Graver Capital Management, LLC use?**
Graver Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Graver 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 SEC record: https://adviserinfo.sec.gov/firm/summary/312515

**Does Graver Capital Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 4, 2026 says: "Graver Capital generally does not impose a minimum relationship size."

**What changed in Graver Capital Management, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $121,978,874 to $153,517,812 (+26%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 4, 2026)

- Up to $2,000,000: 1% a year
- $2,000,000 to $4,000,000: 0.5% a year
- Above $4,000,000: 0.25% a year

> Wealth management fees are based on the following schedule: Assets Under Management ($) Annual Rate (%) First $2,000,000 1.00% Next $2,000,000 0.50% $4,000,000 and over 0.25%

- Account minimum: None

> Graver Capital generally does not impose a minimum relationship size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $153,517,812
- Discretionary: $153,517,812
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 152 | $36,637,725 |
| High net worth individuals | 34 | $116,880,087 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IL, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- gravercapmgmt.com
- LinkedIn @graver-capital-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $121,978,874 | 3 | July 30, 2025 |
| October 2026 | $153,517,812 | 4 | February 4, 2026 |

Regulatory assets under management: $121,978,874 in the October 2025 data and $153,517,812 in the October 2026 data, up 26%.
Total employees: 3 in October 2025 and 4 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $121,978,874 to $153,517,812 (+26%).

### January 2026
- Registered or notice-filed in IL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Graver Capital Management, LLC (CRD 312515): Form ADV filing data as of October 2026.