GRB CAPITAL MANAGEMENT LLC

RIASEC Registered
Total AUM
$5.1M
Discretionary
$5.1M
100% of AUM
Avg account
$299K
Accounts
17
Employees
1
Advisory reps
1

Firm details

Headquarters
DALLAS, Texas
CRD number
318917
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI70.35%
  • Other26.92%
  • Corporations / Businesses1.52%
  • Individuals1.2%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

GRB Capital Management LLC is a small, fee-based advisory firm focused on discretionary portfolio management for individuals and small businesses. The firm is organized as a limited liability company with an individual owner and is classified as unclassified for registration purposes. Its client base spans individual and family investors as well as some institutional relationships. GRB Capital is not positioned as an active ESG investor, is not a multi-state adviser, and does not present itself as a capital allocator or pension consultant. Investment activity centers on publicly traded equities and mutual funds, with the firm charging fees as a percentage of assets under management. Advisory services are focused on direct portfolio management rather than running external alternative fund programs or large pooled funds. Industry affiliation is listed under other investment adviser activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 94%, Cash & Cash Equivalents 6%94%
  • Exchange Traded Equities94%
  • Cash & Cash Equivalents6%

Contacts

1 of 1
  • GINETTE BEECHERL

    Managing MemberCRD 5693381

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
3879 Maple Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth