Overview
Assets Under Management: $142 million
Headquarters: AUSTIN, TX
High-Net-Worth Clients: 118
Average Client Assets: $0.8 million
Frequently Asked Questions
GRACE CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #150054), GRACE CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
GRACE CAPITAL MANAGEMENT, LLC is headquartered in AUSTIN, TX.
GRACE CAPITAL MANAGEMENT, LLC serves 118 high-net-worth clients according to their SEC filing dated March 31, 2025. View client details ↓
According to their SEC Form ADV, GRACE CAPITAL MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
GRACE CAPITAL MANAGEMENT, LLC manages $142 million in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, GRACE CAPITAL MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 118
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.79%
Average Client Assets: $0.8 million
Total Client Accounts: 477
Discretionary Accounts: 430
Non-Discretionary Accounts: 47
Regulatory Filings
CRD Number: 150054
Filing ID: 1969489
Last Filing Date: 2025-03-31 18:57:00