Unclaimed Profile

Steven Francis Graver

GRAVER CAPITAL MANAGEMENT, LLC·LAKE FOREST, Illinois

Series 65Clean record23 years registeredGRAVER CAPITAL MANAGEMENT, LLC

585 BANK LANE, LAKE FOREST, IL 60045CRD# 736289Firm CRD# 135919

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Steven Francis Graver · LAKE FOREST, IL

Registration

CRD #736289 · GRAVER CAPITAL MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GRAVER CAPITAL MANAGEMENT, LLC

GRAVER CAPITAL MANAGEMENT, LLC

Jul 2005 – Nov 2023

LAKE FOREST, IL

STEIN ROE INVESTMENT COUNSEL, INC.

Dec 2002 – Jun 2005

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · December 2, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GRAVER CAPITAL MANAGEMENT, LLC

CRD 135919 · SEC 801-64404

AUM

$80M

Regulatory assets under management

Employees

25 client accounts

Services offered by GRAVER CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GRAVER CAPITAL MANAGEMENT, LLC →

Introduction

Speak with Steven

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Steven is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in LAKE FOREST?

Browse all registered financial advisors in LAKE FOREST, Illinois or claim this profile if it's yours.

Browse LAKE FOREST Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Steven Francis Graver offer?

Steven Francis Graver specializes in Financial Planning, Investment Management.

What are Steven Francis Graver's credentials?

Steven Francis Graver is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven Francis Graver located?

Steven Francis Graver is based in LAKE FOREST, Illinois, last registered with GRAVER CAPITAL MANAGEMENT, LLC.

How does Steven Francis Graver charge for services?

Steven Francis Graver's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GRAVER CAPITAL MANAGEMENT, LLC?

GRAVER CAPITAL MANAGEMENT, LLC has approximately 1 employees and manages $80M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →