Grand Strategy Capital, LLC
CRD 154400SEC# 801-123561Charlottesville, VA
No longer SEC-registered. Grand Strategy Capital, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$137.7M
Employees
3
Accounts
185
Location
Charlottesville, VA
Grand Strategy Capital, LLC assets under management
Grand Strategy Capital, LLC is an SEC-registered investment adviser based in Charlottesville, VA. It reports $137.7 million in regulatory assets under management and employs 3 people.
Grand Strategy Capital, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Harvey Graham Control | Managing Member | Over 75% | 2010 |
| Walter Franklin Megonigal Control | Chief Compliance Officer | Under 5% | 2010 |
Frequently asked questions
How much does Grand Strategy Capital, LLC manage?
Grand Strategy Capital, LLC reports $137.7 million in regulatory assets under management on its Form ADV.
How many employees does Grand Strategy Capital, LLC have?
Grand Strategy Capital, LLC reports 3 employees.
Where is Grand Strategy Capital, LLC located?
Grand Strategy Capital, LLC is based in Charlottesville, VA.
Does Grand Strategy Capital, LLC disclose fund performance?
Grand Strategy Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 505 Faulconer Drive, Unit 2c, Charlottesville, VA 22903 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$137.7MNo change
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$137.7Mregulatory AUM
Discretionary $111.3MNon-discretionary $26.4M