Sharper & Granite Llc
- Regulatory AUM
- $366M
- Discretionary
- $366M
- Clients
- 135
- Avg AUM / client
- $2.7M
- Accounts
- 474
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 59 | $20.0M | 5.47% |
| High net worth individuals | 65 | $307M | 83.9% |
| Pension and profit sharing plans | 6 | $20.7M | 5.65% |
| Charitable organizations | 2 | $8.4M | 2.28% |
| Corporations and other businesses | 3 | $9.8M | 2.67% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher Thomas Casanega | Managing Director & Chief Compliance Officer | Mar 2003 (23y) | 75% or more | |
| Casanega, Rebecca, Ann | Member | Jul 2022 (4y) | Less than 5% | |
| Ryan Edward Peabody | Registered representative | Feb 2017 (9y) | ||
| Tina Maree Herrera | Registered representative | Jun 2019 (7y) | ||
| Andrew William Lessman | Registered representative | Mar 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/09/2026 | 947 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $356M (97% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 09, 2026.
View current Form ADV (SEC/IAPD) ↗