Cordgrass Capital Advisors, LLC

Cordgrass Capital Advisors provides investment advisory, financial planning, institutional consulting, and retirement plan services to individuals (including high‑net‑worth clients), corporations, foundations, trusts, pension and profit‑sharing plans, and plan participants. The firm offers both discretionary and non‑discretionary portfolio management, standalone financial planning, retirement plan consulting, and donor‑advised fund advisory.

The firm’s investment process begins with gathering client circumstances, objectives, and risk tolerance to establish a strategic asset allocation across equity, fixed income, alternatives and cash equivalents, relying primarily on fundamental analysis with technical analysis used selectively. Cordgrass may employ separate account managers when appropriate, uses a third‑party platform to manage held‑away retirement participant accounts, and provides periodic account reviews and reporting, including quarterly IPS compliance testing for institutional clients.

Notably, the firm manages roughly $730 million in assets while serving about 425 client relationships, producing a high client‑per‑advisor ratio (more than 200 clients per adviser), which is reflected in its reliance on manager selection, third‑party technology, and Schwab’s institutional custody and support services to scale operations. The brochure documents formalized processes—written Investment Policy Statements for institutions, aggregation and allocation policies for block trading, and a Code of Ethics with personal trading procedures—intended to govern oversight and compliance across a large number of client accounts.