Sharper & Granite provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Sharper & Granite reports 135 clients. They include 65 high-net-worth individuals, 59 individual clients, and 6 pension and profit-sharing plans. Of its assets, 100.0% ($366M across 474 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 44% | 5% |
| High-net-worth individuals | 48% | 84% |
| Pension and profit-sharing plans | 4% | 6% |
| Charitable organizations | 1% | 2% |
| Corporations and other businesses | 2% | 3% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 59 | $20M | 5.5% | $340K |
| High-net-worth individuals | 65 | $307M | 83.9% | $4.73M |
| Pension and profit-sharing plans | 6 | $20.7M | 5.6% | $3.45M |
| Charitable organizations | Fewer than 5 | $8.35M | 2.3% | $4.18M |
| Corporations and other businesses | Fewer than 5 | $9.78M | 2.7% | $3.26M |
| Total | 135 | $366M | 100% | — |
- Clients
- 59
- Regulatory AUM
- $20M
- AUM share
- 5.5%
- Avg. per client
- $340K
- Clients
- 65
- Regulatory AUM
- $307M
- AUM share
- 83.9%
- Avg. per client
- $4.73M
- Clients
- 6
- Regulatory AUM
- $20.7M
- AUM share
- 5.6%
- Avg. per client
- $3.45M
- Clients
- Fewer than 5
- Regulatory AUM
- $8.35M
- AUM share
- 2.3%
- Avg. per client
- $4.18M
- Clients
- Fewer than 5
- Regulatory AUM
- $9.78M
- AUM share
- 2.7%
- Avg. per client
- $3.26M
Total
- Clients
- 135
- Regulatory AUM
- $366M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Sharper & Granite charges 1.00%–1.80% a year for its Comprehensive Portfolio Management. The fee is billed in arrears and is negotiable.
Fee details and sources
Christopher Casanega owns 75% or more of Sharper & Granite. The leadership team of Sharper & Granite includes Chief Compliance Officer Christopher Casanega. It has 4 employees.
Leadership
- Christopher CasanegaManaging Director & Chief Compliance Officer
- Rebecca CasanegaMember
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
- Christopher Thomas Casanega
- Tina Maree Herrera
- Andrew William Lessman
- Ryan Edward Peabody
Staff
- 4 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 75% or more of Sharper & Granite LLC
Christopher Casanega
Control person · since March 2003
Sharper & Granite’s regulatory assets grew 1.8× from $204M (February 2021) to $366M (March 2026); clients rose from 100 to 135 and employees from 3 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $366M | 135 | 4 | 2 |
| May 2025 | $318M | 131 | 5 | 2 |
| March 2024 | $300M | 126 | 5 | 1 |
| April 2023 | $224M | 105 | 5 | 1 |
| March 2022 | $230M | 98 | 3 | 1 |
| February 2021 | $204M | 100 | 3 | 1 |
Besides its headquarters, Sharper & Granite has 1 office (1 private residence, listed without an address), with 1 listed address in California.
California · 1 listed address
- 400 Continental Plaza, Suite 600, El SegundoHQ
Contact and registration details
- Legal name
- Sharper & Granite LLC
- Headquarters
- 400 Continental Plaza, Suite 600, El Segundo, CA 90245
- Website
- sharpergranite.com
- Phone
- 310-426-2909
- SEC file
- 801-96271
- Founded
- 2003
- Structure
- California LLC
- Fiscal year end
- December
Sharper & Granite uses Charles Schwab ($356M) as custodian for its separately managed accounts. Sharper & Granite does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $356M100%
At year end, Sharper & Granite’s separately managed accounts were mostly in funds (86%). Its reported 13F holdings for the quarter ended 30 June 2026 total $323M across 109 positions; the largest are Wisdomtree TR (6.6%), Vanguard Index Fds (5.1%) and Select Sector SPDR TR (3.6%).
What the accounts hold
- Stocks6%
- Funds86%
- Bonds7%
- State and local bonds5%
- U.S. government and agency bonds1%
- Investment grade corporate bonds1%
- Cash1%
Reported 13F holdings
- $323M
- Reported 13F value
- 109
- Positions
- 35.1%
- In the 10 largest
- +10.3%
- Value vs. prior quarter
- Wisdomtree TR · Floatng Rat Trea6.6%
- Vanguard Index Fds · Total Stk Mkt5.1%
- Select Sector SPDR TR · ST Str Indl ETF3.6%
- J P Morgan Exchange Traded F · Ultra Shrt ETF3.3%
- Vanguard Scottsdale Fds · Shrt Trm Corp. BD3.1%
- Select Sector SPDR TR · ST Str Techn ETF2.8%
- Vanguard Index Fds · Value ETF2.7%
- Vanguard Index Fds · Mcap VL Idxvip2.7%
- Select Sector SPDR TR · ST Str Finl ETF2.7%
- iShares TR · iShares Semicdtr2.6%
Together, the ten largest are 35.1% of reported value.
How many clients does Sharper & Granite have?
Sharper & Granite has 135 clients and manages $366 million for them, as of March 2026. They include 65 high-net-worth individuals, 59 individual clients, and 6 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 March 2026
What services does Sharper & Granite offer?
Sharper & Granite provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Sharper & Granite charge?
Sharper & Granite charges 1.00%–1.80% a year for its Comprehensive Portfolio Management. The fee is billed in arrears and is negotiable.
Source: SHARPER & GRANITE FORM ADV PART 2 BROCHURE, filed 9 March 2026
Which custodians does Sharper & Granite use?
Sharper & Granite’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $356M. 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 March 2026
How many financial advisors does Sharper & Granite have?
Sharper & Granite has 4 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 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 Sharper & Granite invest in?
At the end of its last fiscal year, Sharper & Granite’s separately managed accounts held 86% registered funds (mutual funds, ETFs, BDCs), 6% exchange-traded equities, 5% state and local bonds, 1% U.S. government and agency bonds, 1% investment grade corporate bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Sharper & Granite?
Sharper & Granite’s direct owner is Christopher Casanega (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 9 March 2026
How does Sharper & Granite get paid?
Sharper & Granite 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 Sharper & Granite registered with the SEC?
Yes, Sharper & Granite has been registered with the SEC as an investment adviser since 15 May 2015. Its CRD number is 136719 and its SEC file number is 801-96271.
Source: Form ADV Part 1A, Item 1, filed 9 March 2026; IAPD firm record
How do I contact Sharper & Granite?
Sharper & Granite’s main office is at 400 Continental Plaza, Suite 600, El Segundo, CA 90245. Its phone number is 310-426-2909. Its website is sharpergranite.com.