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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-29-2023
- Office Locations
- 2
Office Locations
About Grammatical Capital, LLC
Grammatical Capital, LLC is an income-focused investment advisory firm that frames client portfolios as businesses built to generate cash flow and resilience. The team provides asset allocation, portfolio construction, and financial planning, with a client mix that includes entrepreneurs. Public filings indicate portfolios are implemented primarily with ETFs and held at Interactive Brokers.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Denise Marie Beck
Chief Operating Officer, Financial Advisor
- CRD
- #7674796
- Ownership
- 50% but less than 75%
ETHAN HENRY RUCKER HITCHCOCK
Chief Compliance Officer, Partner
- CRD
- #6487830
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,369,287 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,369,287 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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