GRAND STRATEGY CAPITAL, LLC
Adviser information for GRAND STRATEGY CAPITAL, LLC last updated from Form ADV on February 14th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Virginia, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 160 | $103.3M |
| Non-Discretionary | 6 | $21.1M |
| Total | 166 | $124.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 21 | $8.6M |
| HNW Individuals | 25 | $115.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $219,106 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 26-50 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed feesSELECTION OF OTHER ADVISERS FEES |
Identifiers
| SEC RIA File Number | 801-123561 |
|---|---|
| SEC ERA File Number | 801-123561 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 154400 |
| Legal Entity Identifier | None |
Principal Office
505 FAULCONER DRIVEUNIT 2C
CHARLOTTESVILLE
VA
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 434-202-0238, Fax: 434-321-5123
Websites
Chief Compliance Officer
WALTER F. MEGONIGAL III
CHIEF OPERATIONS OFFICER
505 FAULCONER DRIVE, UNIT 2C
CHARLOTTESVILLE
VA
United States
Tel:
434-202-0238
Fax:
434-321-5123
W**********@***********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GRAHAM, DAVID, HARVEY | Individual | – | MANAGING MEMBER | 06/2010 | > 75% |
| MEGONIGAL, WALTER, FRANKLIN | Individual | – | CHIEF COMPLIANCE OFFICER | 08/2010 | < 5% |