Firm profile

SHARPER & GRANITE LLC

EL SEGUNDO, CACRD 136719Latest ADV March 9, 2026

Sharper & Granite LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in El Segundo, CA. Its latest Form ADV filing, dated March 9, 2026, reports $366M in regulatory assets under management, 4 employees, 1 office, and 474 accounts.

Assets Under Management
$366M
Employees
4
Offices
1 office
Total Clients
135
Primary office
EL SEGUNDO, CA
400 CONTINENTAL PLAZA, SUITE 600, EL SEGUNDO, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOChristopher T. Casanega

Advisory services offered

3 types reported
Financial Planning Services
Pension consulting services
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 15, 2026

Client Coverage Demographics

Top client segmentHNWI represent 48.1% of total clients.
Top client categories% of clientsClients
1
HNWI
48.1%
65
2
Individuals
43.7%
59
3
Pension Plans
4.4%
6
4
Corporations
2.2%
3
5
Charitable
1.5%
2
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$366Mas of March 9, 2026
Discretionary100.0%
$366M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$366M
Total Accounts474
10Y AUM Change+$238M (+185.1%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee34:1
10Y Employee Change+1 (+33.3%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.