Joseph Fuqua
Granite Capital · Oakland, California
Joseph Fuqua is a fee-only financial advisor at Granite Capital in Oakland, California. Granite Capital reports charging a percentage of assets on its Form ADV.
Request an introduction to Joseph →
Facts
| Firm | Granite Capital |
|---|---|
| Based in | Oakland, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $314.6M across 275 accounts |
| SEC registration | Investment adviser representative in CA · CRD 1852295 |
| Exams passed | Series 65 (2007) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.granitecapitalllc.com |
How Joseph's firm compares
- Granite Capital's average account is about $1.1 million, from its Form ADV (assets managed divided by 275 accounts).
Request an introduction to Joseph
Tell Joseph a little about what you're looking for. Joseph isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Joseph
Is Joseph Fuqua a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Granite Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Granite Capital, reports charging a percentage of assets on its SEC Form ADV.
Where is Joseph Fuqua based?
Joseph Fuqua is based in Oakland, California.
Is Joseph Fuqua registered with the SEC?
Yes. Joseph Fuqua is registered as an investment adviser representative in CA (CRD 1852295), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Granite Capital manage?
Granite Capital reports $314.6M across 275 accounts in assets under management.
How do I contact Joseph Fuqua?
Through Joseph's website, www.granitecapitalllc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.