Grace Capital Management, LLC
● SEC registered since 2017CRD 150054SEC# 801-111020Austin, TX
Reg. AUM
$108.7M
Employees
5
Accounts
270
Location
Austin, TX
About Grace Capital Management
Grace Capital Management offers wealth management, tax strategies, and 401(k) guidance using a hybrid approach that pairs traditional portfolios with alternatives. It provides comprehensive planning across stocks, bonds, ETFs, and mutual funds so clients can focus on family and career.
Summary based on the firm’s website.
Grace Capital Management, LLC assets under management
Grace Capital Management, LLC operates as an SEC-registered investment adviser based in Austin, TX. The firm has been registered since 2017. It reports $108.7 million in regulatory assets under management and employs 5 people.
Grace Capital Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| George Roger Duff Control | Member And Chief Compliance Officer | Over 75% | 2009 |
Frequently asked questions
How much does Grace Capital Management, LLC manage?
Grace Capital Management, LLC reports $108.7 million in regulatory assets under management on its Form ADV.
How many employees does Grace Capital Management, LLC have?
Grace Capital Management, LLC reports 5 employees.
Where is Grace Capital Management, LLC located?
Grace Capital Management, LLC is based in Austin, TX and has been SEC-registered since 2017.
Does Grace Capital Management, LLC disclose fund performance?
Grace Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 11651 Jollyville Road, Suite 300, Austin, TX 78759 |
| Phone | 512-485-1800 |
| Fax | 512-485-1801 |
| Office hours | By Appointment |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$108.7M▼ 24%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,369 advisers
EmployeesTop 62%
More than 38% of 16,804 advisers
Assets under management
$108.7Mregulatory AUM
Discretionary $73.8MNon-discretionary $34.9M