# GRADIENT CAPITAL ADVISORS, LLC

GRADIENT CAPITAL ADVISORS, LLC of SAN DIEGO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 168912
- Type: SEC-registered investment adviser
- SEC file number: 801-78917
- Location: 2125 POINSETTIA DRIVE, SAN DIEGO, CA, 92107
- Phone: 619-255-0700
- Latest filing: 2026-02-26
- Regulatory AUM: $742.2M
- Discretionary AUM: $648.2M
- Non-discretionary AUM: $94.0M
- Clients: 7
- Accounts: 1,548

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Rodney Allen Simms | SENIOR PARTNER | — |
| Timothy Akira Sagawa | SENIOR PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| Eric Eugene Simms | SENIOR PARTNER | — |
| SIMMS RODNEY ALLEN | SENIOR PARTNER | — |
| SAGAWA TIMOTHY AKIRA | SENIOR PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| SIMMS ERIC EUGENE | SENIOR PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/168912/brochure
- Similar advisers: https://search.stillhousedata.com/firm/168912/similar
- Related entities: https://search.stillhousedata.com/firm/168912/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/168912

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.