$108.7M Total AUM
$73.8M Disc. AUM
-- 3Y CAGR
5 Employees
77 ADV. Clients
17 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- ValueRadial meridian
- Established Date
- 04-30-2009
- Office Locations
- 1
Office Locations
11651 Jollyville Road Suite 300 Austin TX
About Grace Capital Management, LLC
Grace Capital Management is an independent Austin, TX RIA providing investment management and financial planning for individuals and families, including business owners, entrepreneurs, and professional athletes. The firm builds customized portfolios using independent research, third-party analysis, and quantitative/qualitative market work, with risk management and long-term, benchmark-driven discipline at the core. No proprietary products; custody through Fidelity/NFS.
Team overview
43 AVG AGE
$54.3M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
10.5 yrs AVG TENURE
5 Employees
2 Advisory Reps
1 RIA Reps
17yrs Firm Age
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Asset Classes
Catalyst insight
Client Personas
Ridge vital Prime Capital
Custodian
Vector harbor Alpha Focus
Investment Themes
Unison delta Eagle Ember Crest Oak
Investment Vehicles
Catalyst Zenith pioneer Focus value
Services
Beacon Atlas Vital frontier Insight element Zenith Vertex Delta
Technology
Eagle wave Quantum ember
Owner & Executives
GEORGE Roger DUFF
Chief Compliance Officer
- CRD
- #2768560
- Ownership
- 75% or more
(926) 983-6768
zenith.prime@vitalcapital.com
in linkedin.com/in/glacier-prime
Showing 1 of 1 owners & executives
Unlock allContacts
L
Lauren Fischer
--
- CRD
- #7220771
(386) 758-8149
catalyst.vertex@matrixcapital.com
in linkedin.com/in/crest-beacon
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $73,783,474 | $275,311 |
| Non-Discretionary | $34,877,725 | $17,438,863 |
| Total | $108,661,199 | $402,449 |
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Separately Managed Accounts
Total SMA Asset: $108,661,199
Public Funds:
39.1% Other:
26.7% Cash:
23.0% Equity - Exchange:
11.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,241,572,156 | 39.1% |
| Other | $2,213,554,388 | 26.7% |
| Cash | $1,906,807,151 | 23.0% |
| Equity - Exchange | $928,532,178 | 11.2% |
| Total | $8,290,465,873 | 100.0% |