A complete list of active advisors currently associated with Grace Capital Management, LLC

Warmer can help you find a great advisor at Grace Capital Management, LLC or one who fits your needs even better.

Grace Capital Management provides investment advisory and planning services primarily to individual and high‑net‑worth clients, and also works with trusts, retirement plans and other business entities. Its service menu includes comprehensive portfolio management, ongoing financial planning/consulting, selection of third‑party advisory services, and rollover advice. The firm typically develops individualized investment plans through one or more client meetings and conducts regular account reviews with periodic rebalancing; portfolios may include ETFs, mutual funds, individual equities and bonds and can employ strategies such as longer‑ and shorter‑term holdings, option writing and margin. Research and portfolio support draw on third‑party tools (e.g., Zephyr and Morningstar), and the firm discloses use of emerging technology as a complement to its processes and the related risks. Compared with many peers, Grace Capital is notable for sponsoring and managing a wrap fee program and for maintaining disclosures that permit charging performance‑based fees to qualified clients, both of which are less common among similarly supported firms. The firm’s advisors also act as registered representatives of a broker‑dealer and hold insurance licenses, a combination that the brochure discloses and addresses as a potential conflict of interest in recommending commissionable products.

To learn more about the advisors currently working at Grace Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.