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

More Retirement Planning firms in Charlottesville, Virginia:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Charlottesville, Virginia

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.