Grass Capital LLC

RIAState Registered

Total AUM

$12.4M

Discretionary

$12.4M

100% of AUM

Avg account

$651K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Houston, Texas
CRD number: 307853
Website: grasscapadvisors.com
Custodians: INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: Pooled Investment Vehicles61.85%
HNWI38.15%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Grass Capital LLC is an independent, individual-owned advisory firm that serves both wealthy individuals/families and institutional clients. It operates as a limited liability company and provides fee arrangements that include percentage-of-AUM billing alongside hourly, fixed-fee, and performance-based structures. The firm’s advisory services extend beyond basic financial planning to portfolio management for individuals, small businesses, pooled investment vehicles and institutions, together with pension consulting. The firm is not positioned as an ESG-focused allocator.