GRACE CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2017

Total AUM

$109M

Discretionary

$73.8M

68% of AUM

Avg account

$402K

Accounts

270

Employees

Advisory reps

Firm details

Headquarters: AUSTIN, Texas
CRD number: 150054
Registered since: August 17, 2017
Website: grace-cap.com
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI43.51%
Pension & Profit Sharing Plans32.1%
Individuals23.72%
Charitable Organizations0.58%
Corporations / Businesses0.09%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Grace Capital Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2017. The firm serves individual and family clients and positions itself as a capital allocator, combining financial planning with discretionary and non-discretionary portfolio management. Its advisory menu includes financial planning, portfolio management for individuals and small businesses, investment management for businesses or institutions, pension consulting, and selection of other advisers. Compensation mixes fee‑based AUM charges with fixed fees and performance‑based arrangements. The firm is not identified as an active ESG investor.