Graver Capital Management, LLC
Graver Capital Management, LLC is a Columbus, Ohio-based investment adviser founded in 2021 by James Graver. With a focus on wealth management, the firm provides personalized, proactive investment and financial planning services for individuals and families, building client relationships that often span generations. The company remains small, with 3 employees dedicated to client service and personalized financial strategies.
Investment Strategy
Graver Capital Management emphasizes developing deep, lasting client relationships and tailoring investment solutions to meet individual needs. The firm employs a proactive approach to both wealth and investment planning, focusing on educating clients about their investment options and collaborating with them to craft and implement comprehensive financial plans that address both short- and long-term goals.
Top Holdings
Equity Positions (25)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFUS | DIMENSIONAL ETF TRUST | 29.53% | $33.4M | 498,287 | $63.86 | $67.02 | +$5.4M |
M MOAT | VANECK ETF TRUST | 13.83% | $15.6M | 166,709 | $92.25 | $93.79 | +$2.4M |
D DFAI | DIMENSIONAL ETF TRUST | 10.87% | $12.3M | 355,595 | $29.65 | $34.57 | +$1.9M |
D DFAT | DIMENSIONAL ETF TRUST | 10.67% | $12.1M | 223,673 | $55.23 | $53.96 | +$1.6M |
D DFCF | DIMENSIONAL ETF TRUST | 8.88% | $10.0M | 237,617 | $41.39 | $42.26 | +$952.5K |