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Gibilisco, Graves LLC (La Jolla)


Gibilisco, Graves LLC is a large advisory firm based in La Jolla. It manages $31.62 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Gibilisco, Graves provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Gibilisco, Graves: assets under management

The assets under management (AUM) of Gibilisco, Graves LLC is $31.62 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -37% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $31.62 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $31.62 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Gibilisco, Graves LLC for their services and products based on performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
James Steven Graves Principal member 1 Mar 1997 50% - 75% 1695945
Lori Beth Graves None 1 Mar 1997 50% - 75% 3164885
Frank Anthony Gibilisco Principal member 1 Dec 2000 50% - 75% 1618399
Kendra Gibilisco None 1 Dec 2000 50% - 75% 4465597

Based in La Jolla

The principal office where Gibilisco, Graves LLC performs its advisory services is located at 1025 Prospect Street, La Jolla, CA 92037, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 858-456-1062 or by fax 858-456-1466. The normal business hours are 6:30 - 4:00 on Monday - Friday.


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