Grace Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Austin, TX. Its latest Form ADV filing, dated March 27, 2026, reports $109M in regulatory assets under management, 5 employees, and 270 accounts.
Assets Under Management
$109M
Employees
5
Offices
--
Total Clients
77
Primary office
AUSTIN, TX
11651 JOLLYVILLE ROAD, SUITE 300, AUSTIN, TX, United States
Top client segmentIndividuals represent 70.1% of total clients.
Top client categories% of clientsClients
1
Individuals
70.1%
54
2
HNWI
29.9%
23
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$109Mas of March 27, 2026
Discretionary67.9%
$74M
68% of total RAUM67.9%
Non-discretionary32.1%
$35M
32% of total RAUM32.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$109M
Total Accounts270
10Y AUM Change+$6M (+5.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee15:1
10Y Employee Change-1 (-16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.