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Senior Partner · Gradient Capital Advisors, LLC

Rodney A. Simms

CRD 1854316 · Named on Form ADV at one SEC-registered adviser

At a glance

Gradient Capital Advisors, LLC, an SEC-registered wealth manager based in SAN Diego, CA with $742 million in regulatory assets, lists Rodney A. Simms on its Form ADV as Senior Partner, a control person.

Firms and roles

AtlasMembers

Rodney’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Timothy A. SagawaSenior Partner and Chief Compliance Officer, Gradient Capital Advisors, LLC
  • Eric E. SimmsSenior Partner, Gradient Capital Advisors, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Rodney’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.