G
CRD: 318917
GRB Capital Management LLC
Dallas, TX, 75219
2147384149
$5.1M Total AUM
$5.1M Disc. AUM
-- 3Y CAGR
1 Employees
17 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-17-2022
- Office Locations
- 1
Office Locations
3879 Maple Avenue Suite 350 Dallas TX
About GRB Capital Management LLC
GRB Capital Management LLC is a Dallas-based RIA. The firm has been operating for 4 years. Managing $5.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Insurance.
Team overview
-- AVG AGE
$5.1M AVG AUM / ADVISOR
$299.2K AVG AUM / CLIENT
4.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Investment Themes
Beacon
Investment Vehicles
Pathway
Services
Momentum
Owner & Executives
GINETTE ROWE BEECHERL
Managing Member
- CRD
- #5693381
- Ownership
- 75% or more
(614) 222-6802
atlas.fusion@summitcapital.com
in linkedin.com/in/harbor-matrix
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,085,795 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,085,795 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,085,795
Equity - Exchange:
51.4% Cash:
48.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,162,266,403 | 51.4% |
| Cash | $1,098,952,279 | 48.6% |
| Total | $2,261,218,682 | 100.0% |