AdvisorRanked
95
Clean

GRAVER CAPITAL MANAGEMENT, LLC

1550 OLD HENDERSON ROAD, COLUMBUS, OH 43220
Fiduciaryfee-onlySEC Registered
614-499-2500 www.linkedin.com/company/graver-capital-management/about/ CRD #312515
$154M
Assets Managed
2
Clients
4
Employees
1
Years Active
since 2025

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46057. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: Yes

This firm has direct custody of client assets, rather than using an independent custodian. This is a higher-risk arrangement that requires additional regulatory safeguards.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 1 years.

Firm Details

Legal NameGRAVER CAPITAL MANAGEMENT, LLC
CRD Number#312515
SEC RegisteredYes
Registration Date2025-03-28
States RegisteredOH
Assets Under Management$154M
Number of Clients2
Employees4
Compensation Typefee-only
Last ADV Filing46057

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Frequently Asked Questions

Is GRAVER CAPITAL MANAGEMENT, LLC a fiduciary?

Yes. GRAVER CAPITAL MANAGEMENT, LLC is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does GRAVER CAPITAL MANAGEMENT, LLC charge clients?

GRAVER CAPITAL MANAGEMENT, LLC uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does GRAVER CAPITAL MANAGEMENT, LLC have any complaints?

No. GRAVER CAPITAL MANAGEMENT, LLC has zero complaints or disciplinary actions on file with the SEC or FINRA across 1 years of operation.

How does GRAVER CAPITAL MANAGEMENT, LLC compare to other advisors in COLUMBUS?

GRAVER CAPITAL MANAGEMENT, LLC has a Red Flag Score of 95/100. There are 41 registered advisory firms in COLUMBUS. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46057. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.