Grounded Capital, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mill Valley, CA. Its latest Form ADV filing, dated April 6, 2026, reports $520M in regulatory assets under management, 13 employees, and 36 accounts.
Assets Under Management
$520M
Employees
13
Offices
--
Total Clients
36
Primary office
MILL VALLEY, CA
20 SUNNYSIDE AVE, SUITE C, MILL VALLEY, CA, United States
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentSMA represent 97.2% of total clients.
Top client categories% of clientsClients
1
SMA
97.2%
35
2
Pooled Investment Vehicles
2.8%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$520Mas of April 6, 2026
Discretionary15.9%
$83M
16% of total RAUM15.9%
Non-discretionary84.1%
$437M
84% of total RAUM84.1%
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$520M
Total Accounts36
10Y AUM Change+$494M (+1884.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee3:1
10Y Employee Change+11 (+550.0%)
* 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.