Granace Capital LLC

RIASEC 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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 63%, Public Funds/Mutual Funds 30%, Investment Grade Corp Bonds 3%, Cash & Cash Equivalents 3%63%
  • Exchange Traded Equities63%
  • Public Funds/Mutual Funds30%
  • Investment Grade Corp Bonds3%
  • Cash & Cash Equivalents3%

Owners & executives

1 of 1
  • David Ackerman

    Principal And Chief Compliance OfficerCRD 7737242

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth