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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on June 28, 2019
    • $2.1B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 27K
      Accounts
    • $79.3K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

26

name start date
Michael Patrick Gibson
January 2016
Nathan Edward Lucius
November 2013
Thomas R Griffith
April 2015
Charles Creig Foss
December 2015
Tyler Patrick Ellegard
January 2019

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Gradient Advisors, LLC IAR $47,443,980
    Gradient Financial Direct, LLC IAR $0
    Gradient Insurance Brokerage, LLC -- --
    Gradient Insurance Management, LLC -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Charles Edward Lucius Managing Member December, 2006 75% or more
      Nathan Edward Lucius Member November, 2009 10% to 25%
      Wayne Richard Schmidt Chief Investment Officer October, 2008 less than 5%
      Nicole Shelton Alexander Chief Compliance Officer July, 2018 less than 5%
      Michael Arthur Binger President July, 2018 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees