Graver Capital Management, LLC

EST. AUM
$153,517,812

CONTACTS
2

CLIENT ACCOUNTS
544

Firm Details

Metro area Columbus
CRD Number 312515
Website gravercapmgmt.com
Client types

Overview

Graver Capital Management is an independent fiduciary firm headquartered in Columbus, Ohio. Established in 2021 by James Graver, the firm is rooted in over 25 years of experience in the financial services and wealth management industry. Graver Capital Management is committed to providing personalized financial planning and investment management services to individuals, families, corporate executives, and small business owners. The firm emphasizes developing deep, long-term relationships with clients, often extending across multiple generations, to understand and address their unique financial needs and goals.

Platform Details

Investment Preferences

Alternative Activity