Investment adviser · CRD 154400
GRAND STRATEGY CAPITAL, LLC
Investment adviser filing (IA)
CHARLOTTESVILLE, VA, United States · Form ADV filed Jan 15, 2025
- Regulatory AUM
- $138M Form ADV · Item 5.F
- Client accounts
- 185 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 31 | $127,025,471 | 92.2% |
| Individuals | 15 | $10,486,167 | 7.6% |
| Charities | Fewer than 5 | $229,544 | 0.2% |
Filing source
Form ADV 1927486 · Jan 15, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 15, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
505 FAULCONER DRIVE, UNIT 2CCHARLOTTESVILLE, VA, 22903, United States
CRD 154400
Filing source
Form ADV 1927486 · Jan 15, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.