Grace Capital Management, LLC

Grace Capital Management, LLC (CRD# 169813) is a financial advisory firm headquartered in Fort Myers, FL. They manage $30,468,250 in 312 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    312
    ACCOUNTS
  • Average Account Value
    $97,655
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Grace Capital Management, LLC
Showing 1 - 10 of 11 top financial advisors.
1
Robert E. Grace
CRD#: 226833
13450 Parker Commons Blvd., Suite 101, Fort Myers, FL 33912
96
Wealthminder
score

Robert Grace (CRD# 226833) is an Investment Advisor Representative working at Grace Capital Management, LLC in Fort Myers, FL and has over 21 years of experience in the finance industry.

2
Christopher W. Burch
CRD#: 6001878
13450 Parker Commons Blvd., Suite 101, Fort Myers, FL 33912
93
Wealthminder
score

Christopher Burch (CRD# 6001878) is an Investment Advisor Representative working at Grace Capital Management, LLC in Fort Myers, FL and has over 6 years of experience in the finance industry.

3
Jason D. Derosa
CRD#: 6163158
13450 Parker Commons Blvd., Suite 101, Fort Myers, FL 33912
93
Wealthminder
score

Jason Derosa (CRD# 6163158) is an Investment Advisor Representative working at Grace Capital Management, LLC in Fort Myers, FL and has over 4 years of experience in the finance industry. Jason Derosa has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Kurt M. Traulsen
CRD#: 6508645
13450 Parker Commons Blvd., Suite 101, Fort Myers, FL 33912
89
Wealthminder
score

Kurt Traulsen (CRD# 6508645) is an Investment Advisor Representative working at Grace Capital Management, LLC in Fort Myers, FL and has over 2 years of experience in the finance industry.

5
William F. Englehart
CRD#: 6747773
13450 Parker Commons Blvd., Suite 101, Fort Myers, FL 33912
88
Wealthminder
score

William Englehart (CRD# 6747773) is an Investment Advisor Representative working at Grace Capital Management, LLC in Fort Myers, FL and has 1 year of experience in the finance industry.

6
David H. Bennett
CRD#: 6787549
13450 Parker Commons Blvd., Suite 101, Fort Myers, FL 33912
87
Wealthminder
score

David Bennett (CRD# 6787549) is an Investment Advisor Representative working at Grace Capital Management, LLC in Fort Myers, FL and has 1 year of experience in the finance industry.

7
Cheryl L. Charbonneau
CRD#: 4557798
13450 Parker Commons Blvd., Suite 101, Fort Myers, FL 33912
84
Wealthminder
score

Cheryl Charbonneau (CRD# 4557798) is an Investment Advisor Representative working at Grace Capital Management, LLC in Fort Myers, FL and has over 6 years of experience in the finance industry. Cheryl Charbonneau has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Wesley D. Burdette
CRD#: 4537505
13450 Parker Commons Blvd., Suite 101, Fort Myers, FL 33912
81
Wealthminder
score

Wesley Burdette (CRD# 4537505) is an Investment Advisor Representative working at Grace Capital Management, LLC in Fort Myers, FL and has over 15 years of experience in the finance industry.

9
Alicia A. Turner
CRD#: 4493123
13450 Parker Commons Blvd., Suite 101, Fort Myers, FL 33912
81
Wealthminder
score

Alicia Turner (CRD# 4493123) is an Investment Advisor Representative working at Grace Capital Management, LLC in Fort Myers, FL and has over 16 years of experience in the finance industry.

10
Bradley J. Gay
CRD#: 6835555
13450 Parker Commons Blvd., Suite 101, Fort Myers, FL 33912
75
Wealthminder
score

Bradley Gay (CRD# 6835555) is an Investment Advisor Representative working at Grace Capital Management, LLC in Fort Myers, FL and has 1 year of experience in the finance industry.

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