Blue Granite Capital provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and pension consulting.
Blue Granite Capital reports 40 clients. They include 28 high-net-worth individuals, 6 individual clients and 2 pooled investment vehicles. Of its assets, 100.0% ($109M across 89 accounts) are managed with discretion. Of its clients, 3% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 15% | <1% |
| High-net-worth individuals | 70% | 82% |
| Pooled investment vehicles | 5% | 14% |
| Pension and profit-sharing plans | 5% | 3% |
| Corporations and other businesses | 5% | 0% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 6 | $990K | 0.9% | $165K |
| High-net-worth individuals | 28 | $89.1M | 81.9% | $3.18M |
| Pooled investment vehicles | 2 | $15.7M | 14.5% | $7.86M |
| Pension and profit-sharing plans | Fewer than 5 | $2.92M | 2.7% | $1.46M |
| Corporations and other businesses | Fewer than 5 | $0 | 0.0% | $0 |
| Total | 40 | $109M | 100% | — |
- Clients
- 6
- Regulatory AUM
- $990K
- AUM share
- 0.9%
- Avg. per client
- $165K
- Clients
- 28
- Regulatory AUM
- $89.1M
- AUM share
- 81.9%
- Avg. per client
- $3.18M
- Clients
- 2
- Regulatory AUM
- $15.7M
- AUM share
- 14.5%
- Avg. per client
- $7.86M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.92M
- AUM share
- 2.7%
- Avg. per client
- $1.46M
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- $0
Total
- Clients
- 40
- Regulatory AUM
- $109M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 3%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Blue Granite Capital charges 0.50%–1.00% a year for its Portfolio Management Fees. The fee is billed in advance and is negotiable.
Fee details and sources
Scott Shubert owns 75% or more of Blue Granite Capital. The leadership team of Blue Granite Capital includes President Scott Shubert and Chief Compliance Officer John Shubert. It has 3 employees.
Leadership
Scott ShubertPresident
John ShubertPartner & Chief Compliance Officer
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- 3 soliciting firms
- Owns 75% or more of Blue Granite Capital, LLC
Scott Shubert
Control person · since March 2003
- Owns 10% to 25% of Blue Granite Capital, LLC
John Shubert
since March 2026
Besides its headquarters, Blue Granite Capital has 2 offices (2 private residences, listed without an address), with 1 listed address in South Carolina.
South Carolina · 1 listed address
- 215 East Bay Street, Suite 500m, CharlestonHQ
Contact and registration details
- Legal name
- Blue Granite Capital, LLC
- Headquarters
- 215 East Bay Street, Suite 500m, Charleston, SC 29401
- Website
- bluegranitecapital.com
- Phone
- 843-722-7330
- @blue-granite-capital-llc
- SEC file
- 801-135757
- Structure
- South Carolina LLC
- Fiscal year end
- December
Blue Granite Capital uses Pershing ($109M) as custodian for its separately managed accounts. Blue Granite Capital does not have custody of client assets.
The filed custodian amounts total more than regulatory assets under management. Each amount is shown as filed.
- PershingPershing LLC · Jersey City, NJ · $109M100%
At year end, Blue Granite Capital’s separately managed accounts were mostly in stocks (75%) and funds (15%).
What the accounts hold
- Stocks75%
- Funds15%
- Bonds2%
- Investment grade corporate bonds1%
- High-yield corporate bonds1%
- Cash6%
- Other2%
- Reits2%
How many clients does Blue Granite Capital have?
Blue Granite Capital has 40 clients and manages $109 million for them, as of September 2026. They include 28 high-net-worth individuals, 6 individual clients and 2 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 September 2026
What services does Blue Granite Capital offer?
Blue Granite Capital provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Blue Granite Capital charge?
Blue Granite Capital charges 0.50%–1.00% a year for its Portfolio Management Fees. The fee is billed in advance and is negotiable.
Source: BLUE GRANITE CAPITAL FORM ADV PART 2A, filed 17 March 2026
Which custodians does Blue Granite Capital use?
Blue Granite Capital’s separately managed account assets are held at Pershing LLC (Jersey City, NJ), with $109M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 September 2026
How many financial advisors does Blue Granite Capital have?
Blue Granite Capital has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Blue Granite Capital invest in?
At the end of its last fiscal year, Blue Granite Capital’s separately managed accounts held 75% exchange-traded equities, 15% registered funds (mutual funds, ETFs, BDCs), 6% cash and equivalents, 2% other, 1% investment grade corporate bonds and 1% high-yield corporate bonds. The 2% other category is described as: Reits.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Blue Granite Capital?
Blue Granite Capital’s direct owners are Scott Shubert (75% or more) and John Shubert (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 9 September 2026
How does Blue Granite Capital get paid?
Blue Granite Capital is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Blue Granite Capital registered with the SEC?
Yes, Blue Granite Capital has been registered with the SEC as an investment adviser since 14 April 2026. Its CRD number is 125607 and its SEC file number is 801-135757.
Source: Form ADV Part 1A, Item 1, filed 9 September 2026; IAPD firm record
How do I contact Blue Granite Capital?
Blue Granite Capital’s main office is at 215 East Bay Street, Suite 500m, Charleston, SC 29401. Its phone number is 843-722-7330. Its website is bluegranitecapital.com.