GROUNDED CAPITAL, LLC

560 Commercial Street, Suite 400
San Francisco, California 94111
Tel: 415-692-5760

About GROUNDED CAPITAL, LLC

GROUNDED CAPITAL, LLC, formally registered with the SEC as GROUNDED CAPITAL, LLC. The firm was established in 10/20/2022. They have over 1 offices throughout the country.

GROUNDED CAPITAL, LLC is a San Francisco, California based Financial Planning firm with nearly $1,917,409,765 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	323354
SEC#	801-126755
Assets Managed by Firm	$1,917,409,765
No. of Clients	5
No. of Advisors	19

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	5	$1,917,409,765

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