GRAND STRATEGY CAPITAL, LLC

505 Faulconer Drive
Unit 2c
Charlottesville, Virginia 22903
Tel: 434-202-0238

About GRAND STRATEGY CAPITAL, LLC

GRAND STRATEGY CAPITAL, LLC, formally registered with the SEC as GRAND STRATEGY CAPITAL, LLC. The firm was established in 03/31/2022. They have over 1 offices throughout the country.

GRAND STRATEGY CAPITAL, LLC is a Charlottesville, Virginia based Financial Planning firm with nearly $137,741,182 assets under management, offering retirement planning & investment advisory services to 185 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	154400
SEC#	801-123561
Assets Managed by Firm	$137,741,182
No. of Clients	185
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (SELECTION OF OTHER ADVISERS FEES)

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	185	$137,741,182
Individuals (other than high net worth individuals)	15	$10,486,167
High net worth individuals	31	$127,025,471
Charitable organizations	1	$229,544

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