GRACE CAPITAL MANAGEMENT, LLC
SEC Registeredpersonalized investment insight & strategies
About the firm
Grace is an independent advisory firm offering a personal alternative to large investment banks, brokerage firms, and insurance companies. Over time, they collaborate with clients to develop and implement dynamic strategies that cultivate wealth and financial well-being. Their independence allows them to navigate the complex financial landscape and tailor solutions to client needs.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Personalized investment management, customized financial solutions, risk management, independent consultative advice, and portfolio management using quantitative and qualitative analysis derived from independent sources and third-party analysis.
Who they serve
Clients ranging from professional athletes to business owners, as well as individuals seeking personalized investment management.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 54 | $26M |
| High Net Worth Individuals | 23 | $47M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. GRACE CAPITAL MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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