# Sharper & Granite LLC

> Sharper & Granite LLC is an SEC-registered investment advisory firm in El Segundo, CA, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.

- CRD: 136719
- Filed as: SHARPER & GRANITE LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: El Segundo, CA
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/136719
- AdvisorCensus page: https://advisorcensus.com/firm/sharper-and-granite-llc-el-segundo-ca-136719

## Quick answers

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

**Where is Sharper & Granite LLC located?**
Sharper & Granite LLC's principal office is in El Segundo, CA, according to its Form ADV.

**Is Sharper & Granite LLC registered with the SEC or a state?**
Sharper & Granite LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 136719.

**How much does Sharper & Granite LLC manage?**
Sharper & Granite LLC reports $366,363,877 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (100% discretionary).

**How have Sharper & Granite LLC's assets and staff changed since 2021?**
In the Form ADV data for Sharper & Granite LLC: Regulatory assets under management: $203,781,000 in the October 2021 data and $366,363,877 in the October 2026 data, up 80%. Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Sharper & Granite LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (65); individuals (other than high net worth individuals) (59); pension and profit sharing plans (but not the plan participants or government pension plans) (6).

**Which custodians does Sharper & Granite LLC use?**
Sharper & Granite 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 Sharper & Granite 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/136719

**Does Sharper & Granite LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 9, 2026 says: "SG generally requires a minimum account balance of $250,000 of assets under management; however, this amount is negotiable under certain circumstances."

**What changed in Sharper & Granite LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $318,273,744 to $366,363,877 (+15%).

## 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 March 9, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> SG generally requires a minimum account balance of $250,000 of assets under management; however, this amount is negotiable under certain circumstances.

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: $366,363,877
- Discretionary: $366,363,877
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 59 | $20,048,183 |
| High net worth individuals | 65 | $307,494,739 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $20,687,261 |
| Charitable organizations | 2 | $8,353,682 |
| Corporations or other businesses not listed above | 3 | $9,780,012 |

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

### Firm details
- Registered since: 2015 (11 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sharpergranite.com
- LinkedIn @andrew-lessman-19914aa
- LinkedIn @chris-casanega-76616a3
- LinkedIn @ryan-peabody-26623b105
- LinkedIn @tina-herrera-069111

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $203,781,000 | 3 | February 9, 2021 |
| October 2022 | $229,769,653 | 3 | March 4, 2022 |
| October 2023 | $224,426,995 | 5 | September 5, 2023 |
| October 2024 | $299,855,578 | 5 | March 18, 2024 |
| October 2025 | $318,273,744 | 5 | May 29, 2025 |
| October 2026 | $366,363,877 | 4 | March 9, 2026 |

Regulatory assets under management: $203,781,000 in the October 2021 data and $366,363,877 in the October 2026 data, up 80%.
Total employees: 3 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $318,273,744 to $366,363,877 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sharper & Granite LLC (CRD 136719): Form ADV filing data as of October 2026.