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The fee is billed in advance and is negotiable.","source":"CGC ADV OTAA PART 2A 4.17.2026, filed 17 April 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Cordgrass Capital Advisors use?","answer":"Cordgrass Capital Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $576M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Cordgrass Capital Advisors have?","answer":"Cordgrass Capital Advisors has 4 investment adviser representatives registered with state securities authorities, out of 8 employees, and 4 perform investment advisory functions. 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