Overview
Assets Under Management: $138 million
Headquarters: CHARLOTTESVILLE, VA
High-Net-Worth Clients: 31
Average Client Assets: $4 million
Frequently Asked Questions
GRAND STRATEGY CAPITAL, 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 #154400), GRAND STRATEGY CAPITAL, LLC is subject to fiduciary duty under federal law.
GRAND STRATEGY CAPITAL, LLC is headquartered in CHARLOTTESVILLE, VA.
GRAND STRATEGY CAPITAL, LLC serves 31 high-net-worth clients according to their SEC filing dated January 15, 2025. View client details ↓
According to their SEC Form ADV, GRAND STRATEGY CAPITAL, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
GRAND STRATEGY CAPITAL, LLC manages $138 million in client assets according to their SEC filing dated January 15, 2025.
According to their SEC Form ADV, GRAND STRATEGY CAPITAL, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 31
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.22
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 185
Discretionary Accounts: 179
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 154400
Last Filing Date: 2025-01-15 00:00:00
Website: https://gscapllc.com