9AT: SHARPER & GRANITE LLC

Adviser Profile

As of Date	03/09/2026
Registration	SEC, Approved, 05/15/2015
Other registrations (1)	California, Terminated, 06/17/2015
ADV Location	EL SEGUNDO, CA, United States
Contact Info	310 xxxxxxx
Websites

AUM^*	366,363,877 22%
of that, discretionary	366,363,877 22%
Number of Employees	4 -20%
of those in investment advisory functions	4
Private Fund GAV^*	0
Avg Account Size	772,920 10%
% High Net Worth	48.15% 10%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser PLANCORP, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM9.9b	#Funds-
Adviser COLTON GROOME FINANCIAL ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM724.9m	#Funds-
Adviser PJS INVESTMENT MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM852.0m	#Funds-
Adviser HILL INVESTMENT GROUP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.3b	#Funds-
Adviser CONSTITUTION INVESTMENT ADVISORY AND PORTFOLIO MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM241.3m	#Funds-
Adviser MERITAS WEALTH MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM618.9m	#Funds-
Adviser BRIGHTON JONES LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund63.3m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV63.3m	AUM18.9b	#Funds25
Adviser BURKHOLDER & ASSOCIATES, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM287.4m	#Funds-
Adviser WESTERN FINANCIAL CORPORATION	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM309.2m	#Funds-
Adviser SMITH & HOWARD WEALTH MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM726.9m	#Funds-

Stock Ticker	Stock Name	$ Position	% Position	$ Change	# Change
Stck Ticker97717Y527	Stock NameWISDOMTREE TR	$ Position$21,338,683	% Position7.00%	$ Change44.00%	# Change44.00%
Stck Ticker922908769	Stock NameVANGUARD INDEX FDS	$ Position$16,610,725	% Position5.00%	$ Change16.00%	# Change1.00%
Stck Ticker81369Y704	Stock NameSELECT SECTOR SPDR TR	$ Position$11,469,626	% Position4.00%	$ Change9.00%	# Change-4.00%
Stck Ticker81369Y803	Stock NameSELECT SECTOR SPDR TR	$ Position$9,006,833	% Position3.00%	$ Change39.00%	# Change-3.00%
Stck Ticker46641Q837	Stock NameJ P MORGAN EXCHANGE TRADED F	$ Position$10,618,133	% Position3.00%	$ Change49.00%	# Change49.00%
Stck Ticker922908512	Stock NameVANGUARD INDEX FDS	$ Position$8,630,575	% Position3.00%	$ Change1.00%	# Change-6.00%
Stck Ticker464287523	Stock NameISHARES TR	$ Position$8,346,540	% Position3.00%	$ Change70.00%	# Change-13.00%
Stck Ticker922908744	Stock NameVANGUARD INDEX FDS	$ Position$8,758,171	% Position3.00%	$ Change11.00%	# Change0.00%
Stck Ticker81369Y605	Stock NameSELECT SECTOR SPDR TR	$ Position$8,558,461	% Position3.00%	$ Change13.00%	# Change4.00%
Stck Ticker92206C409	Stock NameVANGUARD SCOTTSDALE FDS	$ Position$9,979,908	% Position3.00%	$ Change13.00%	# Change13.00%

Brochure Summary

Overview

ADV Part 2A – Firm Brochure Page 5 Sharper & Granite, LLC How We Are Compensated for Our Advisory Services Comprehensive Portfolio Management: Standard fees are based on a percentage of assets under management in a given portfolio. Clients may have multiple portfolios. Assets Under Management Annual Percentage of Assets Charge < $200,000 1.8% $200,000 - $400,000 1.7% $400,001 - $800,000 1.6% $800,001 - $1,000,000 1.5% $1,000,001 - $2,000,000 1.4% $2,000,001 - $3,000,000 1.3% $3,000,001 - $4,500,000 1.0% > $4,500,001 Negotiable Tiered Billing is quarterly in arrears and based on assets under management at the end of each SG fiscal quarter. Following each fiscal quarter, fees are deducted automatically for clients choosing this option. Clients may also request to be billed directly. Our firm bills on cash unless indicated otherwise in writing. Fees are negotiable, and fees for some clients are negotiated below standard SG rates for comparable services. “Fixed Income” or “Principal Preservation” portfolios, for example, may be offered at rates below standard SG rates. Furthermore, certain legacy client agreements may have fee schedules different from that listed above. Related client accounts may be grouped by portfolio for the purpose of determining the annualized fee. Multiple portfolios with a client may be charged different rates and

will be specified if such is the case. When in the best interest of the client, where both taxable and tax-protected accounts exist, total fees may be deducted from taxable accounts first to improve tax efficiency. SG does not generally recommend alternative assets such as private equity investments but will assist qualified clients who request particular investments. If the client prefers those assets to be tracked, priced and factored into their overall portfolio which we manage, the client may be billed on these assets as specified in their Portfolio Manager Agreement. Fees during quarters of startup and termination are prorated on a calendar day basis, based on the day assets arrive or depart. Termination terms are described in the Termination & Refunds section below SG recognizes that no consistent standard exists across all custodians for daily individual bond pricing. For consistency, SG will use asset prices provided by its data-reconciliation agent, Black Diamond, for reporting and billing at quarter end. The SG platform on Black Diamond uses accrued interest in its individual bond value calculations but does not use accrued interest in the calculation of any other asset classes including stocks, equity mutual funds, equity ETFs, bond mutual funds or bond ETFs. As part of the automatic fee deduction process, the client is made aware of the following:

SHARPER & GRANITE LLC

SHARPER & GRANITE LLC

CHRISTOPHER THOMAS CASANEGA

SHARPER & GRANITE

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Top Holdings

Brochure Summary

Overview

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SHARPER & GRANITE LLC SHARPER & GRANITE LLC CHRISTOPHER THOMAS CASANEGA SHARPER & GRANITE

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Top Holdings

Brochure Summary

Overview

SHARPER & GRANITE LLC

SHARPER & GRANITE LLC

CHRISTOPHER THOMAS CASANEGA

SHARPER & GRANITE