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SG

Simon Granner

Pcfo Capital
9 Years of Experience
St Charles, IL
2 Disclosures
View SEC Summary
View SEC Summary

Simon Granner is a registered investment advisor at Pcfo Capital, based in St Charles, IL, with 9 years of industry experience. Simon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more.

Pcfo Capital
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $10.0M1.50%
$10.0M - $30.0M1.35%
$30.0M - $100.0M1.15%
$100M+1.00%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

200 W River Dr, Suite 16, St Charles, IL, 60174

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
August 2022
Final
Employment Separation After Allegations
May 2014
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Pcfo Capital
April 2026 - Present · 6 mos
Previous Registrations
Rewired Planning, LLC
February 2021 - August 2022 · 1 yr 6 mos
Thrivent Investment Management INC.Broker
September 2016 - October 2020 · 4 yrs 1 mo
Thrivent Investment Management INC.
September 2016 - October 2020 · 4 yrs 1 mo
Woodbury Financial Services, INC.
April 2015 - September 2016 · 1 yr 5 mos
Woodbury Financial Services, INC.Broker
March 2015 - September 2016 · 1 yr 6 mos
Thrivent Investment Management INC.
June 2012 - June 2014 · 2 yrs
Thrivent Investment Management INC.Broker
June 2012 - June 2014 · 2 yrs
Thrivent Investment Management INC.
March 2011 - May 2011 · 2 mos
Thrivent Investment Management INC.Broker
February 2011 - May 2011 · 3 mos
State Registrations1 state
IL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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