GRACE CAPITAL MANAGEMENT, LLC

11651 Jollyville Road
Suite 300
Austin, Texas 78759
Tel: 512-485-1800

About GRACE CAPITAL MANAGEMENT, LLC

GRACE CAPITAL MANAGEMENT, LLC, formally registered with the SEC as GRACE CAPITAL MANAGEMENT, LLC. The firm was established in 08/17/2017. They have over 1 offices throughout the country.

GRACE CAPITAL MANAGEMENT, LLC is a Austin, Texas based Financial Planning firm with nearly $140,016,218 assets under management, offering retirement planning & investment advisory services to 531 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	150054
SEC#	801-111020
Assets Managed by Firm	$140,016,218
No. of Clients	531
No. of Advisors	6

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	531	$140,016,218
Individuals (other than high net worth individuals)	151	$13,181,215
High net worth individuals	120	$95,614,254
Pension and profit sharing plans	Fewer than 5 clients	$30,540,749
Charitable organizations	Fewer than 5 clients	$566,000
Corporations or other businesses	Fewer than 5 clients	$114,000

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