Granace Capital LLC
RIAState Registered
Total AUM
$13.5M
Discretionary
$13.5M
100% of AUM
Avg account
$902K
Accounts
15
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 326766
- Custodians
- CHARLES SCHWAB & CO., INC., TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI93.29%
- Individuals6.71%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Granace Capital LLC is a small, privately owned LLC that provides financial planning and discretionary portfolio management for individuals and small businesses. The firm charges clients by a percentage of assets under management and also offers hourly billing. It does not present itself as an active ESG investor, is not a multi-state adviser, and is not a capital allocator; ownership is listed as an individual. Services appear focused on retail/advisory relationships rather than institutional or pension consulting.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities63%
- Public Funds/Mutual Funds30%
- Investment Grade Corp Bonds3%
- Cash & Cash Equivalents3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Kolb Wealth Management, LLC
RIARocklin, CA
AUM $13.5MTEAM 2REPS 2
Blackbox Capital Management LLC
RIAAUM $13.5MTEAM 1REPS 1
Dental Retirement Strategies, Inc.
RIAAUM $13.5MTEAM 1REPS 1
Stonehaven Private Wealth Management LLC
RIAAUM $13.5MTEAM 1REPS 3
Finn Wealth Management LLC
RIASpokane, WA
AUM $13.5MTEAM 1REPS 1
Ronald A. Bartlett & Associates, Ltd
RIAFlushing, NY
AUM $13.5MTEAM 2REPS 2