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Caine Stephen Crawford Sr.

GRADIENT ADVISORS
Chapin, SC
·CRD# 7699699·3 years experience

Professional Summary

Caine Stephen Crawford Sr., who also goes by Caine S Crawford Sr., Caine Crawford, is a registered financial advisor currently at GRADIENT ADVISORS, LLC located in Chapin, South Carolina. Caine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Caine has worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Caine S Crawford Sr., Caine Crawford

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Contact Information

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

3 years in the financial services industry

Current & Past Employments

GRADIENT ADVISORS, LLC·CRD# 152665
RIA
1. 1835 Assembly St 825-b, Chapin, SC 290362. Denver Federal Center, Bldg 41, Rm 158, Denver, CO 80226
October 15, 2026 - Present
VIRTUE CAPITAL MANAGEMENT, LLC·CRD# 167816
RIA
Chapin, SC
April 11, 2023 - October 16, 2026

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Current Firm

GA
GRADIENT ADVISORS, LLC

GRADIENT ADVISORS, LLC

CRD#: 152665 / SEC#: 801-71000
RIA
Registered Investment Advisory firm - SEC (2/10/2010 Approved)

Contact Information

Main Address

4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126

Phone Number

(877) 885-0508

# of Employees

173

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A AND 2B 03-2026 (3/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,152

AUM (Assets Under Management)

$289,253,282

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Crawford Wealth Advisors, LLC dba for Gradient Advisors| Investment Related | 1835 Assembly St, 825-B, Chapin, SC 29036 & Denver Federal Center, Bldg 41, Rm 158, Denver, CO 80226 | Advisory | Financial Advisor | Investment Advisor Representative | 10/2026 | 40hrs/mo | 40hrs/mo during trading | Advisory Services 2. Federal Employee Advocacy Group | | Investment Related | 1835 Assembly St, 825-B, Chapin, SC 29036 & Denver Federal Center, Bldg 41, Rm 158, Denver, CO 80226 | Insurance and Federal Benefits Counseling | President | Federal Retirement Consultant | 07/2014 | 110hrs/mo | 110hrs/mo | Advising federal employees on their benefits and income planning 3. TSP Mentor | Investment Related | Chapin SC 29036 | TSP Advice and Training | Lead Counselor | 05/2026 | 10hrs/mo | 10hrs/mo during trading | Teach federal employees about TSP options

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GA
GRADIENT ADVISORS, LLC

GRADIENT ADVISORS, LLC

CRD#: 152665 / SEC#: 801-71000
RIA
Registered Investment Advisory firm - SEC (2/10/2010 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Colorado
(10/15/2026)
IAR
Maryland
(10/18/2026)
IAR
North Carolina
(10/16/2026)
IAR
South Carolina
(10/15/2026)
IAR
Texas
(10/16/2026)
IAR
Virginia
(10/16/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jan 2023About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Caine Stephen Crawford Sr.'s CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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