SourcingSourcing

BLUE GRANITE CAPITAL, LLC

A65
CRD 125607·SEC 801-135757·CHARLESTON, SC
AUM
$108.8M
$100M-$500M
Est. Revenue
$1.1M
@ 1% on AUM
Est. EBITDA
$326K
@ 30% margin
Est. Deal Value
$2.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BLUE GRANITE CAPITAL, LLC
CRD
125607
SEC file #
801-135757
EIN
481301635
DBA names
—

Economics

AUM
$108.8M
AUM band
$100M-$500M
AUM trajectory
'20'26
$41.6M → $108.8M▲ +161%
Client mix
Individuals High Net Worth28
Individuals Other6
Pooled Investment Vehicles2
Pension Profit Sharing Plans2
Corporations2

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
3 advisors → 3 advisors▬ 0%
Primary office
CHARLESTON SC
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPension consultingOther Advisory Services
Fee basis
% of AUM

Filings

Latest ADV filing
03/18/2026
ADV-W filed at
—
Website
bluegranitecapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SHUBERT, SCOTT, BRUCE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
SHUBERT, SCOTT, BRUCE
SHUBERT, JOHN, MARC
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Website Staleness Score
0.109
Web Signal Quality
ok
Wayback Last Material Change
2026-03-09T05:08:24.000Z
Wayback Snapshot Count
141
Wayback Snapshots Last 12mo
15
Wayback First Snapshot
2003-02-26T17:17:11.000Z
Wayback Last Snapshot
2026-03-09T05:08:24.000Z
Rdap Domain
BLUEGRANITECAPITAL.COM
Rdap Domain Creation Date
2003-02-17T16:53:39Z
Rdap Firm Age Years
23
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001696548
Edgar Registered
Yes
Edgar Filing Count
5
Edgar First Filing Date
2017-02-02
Edgar Last Filing Date
2018-02-14
Edgar 13f Count
5
Edgar 13f Latest AUM Estimate
Filing Date2018-02-14
Accession0001696548-18-000001

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.491
Soi Zip Pct 200k Plus
0.323
Soi Zip Returns 200k Plus
1,250
Soi Zip Total AGI
1,498,524
Fdic Zip Total Deposits
95,994,299,000
Fdic Zip Branch Count
605
Fdic Zip Top Banks
Wells Fargo Bank, National Association
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (31)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Pershing4
E*trade4
Edgar Addresses
Mailing
14 N. ADGERS WHARFCHARLESTON, SC 29401
Business
14 N. ADGERS WHARFCHARLESTON, SC 29401
Edgar EIN
481301635
Edgar Recent Filings
13F-HR2018-02-14 · 0001696548-18-000001
13F-HR2017-11-01 · 0001696548-17-000003
Fdic Zip Branches Raw
NationsBank of South Carolina, National AssociationCharleston, SC
NationsBank of South Carolina, National AssociationCharleston, SC
Fdic Zip HHI
846.09
Fdic Zip Top Bank Share Pct
18.66
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-06-20T11:59:59Z
Rdap Domain Last Changed
2022-10-08T23:51:33Z
Rdap Nameservers
Ns57.domaincontrol.comNs58.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI9,449
Returns820
Stub 2
AGI18,600
Returns510
Stub 3
AGI23,140
Returns380
Soi Zip Total Business Income
49,063
Soi Zip Total Cap Gains
460,427
Soi Zip Total Dividends
127,144
Soi Zip Total Returns
3,870
Top Owner CRD
1083842
Trust Company Affiliate
No
Wayback Avg Days Between Changes
100.1
Wayback Closest Snapshot Ts
2026-03-09T05:08:24.000Z
Wayback Closest Snapshot Url
http://web.archive.org/web/20260309050824/https://bluegranitecapital.com/
Wayback Distinct Digest Count
85

People (3)

3
SHUBERT, SCOTT, BRUCE
IAR · Direct Owner · 87.5%
1083842
SHUBERT, JOHN, MARC
IAR · Direct Owner · 17.5%
867108
DAVID WEAKS SCATES
IAR
4701911