Grace Capital Management, LLC

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

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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 - 8 of 8 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 20 years of experience in the finance industry.

2
Charles J. Brock Ii
CRD#: 2417232
13450 Parker Commons Blvd., Suite 101, Fort Myers, FL 33912
93
Wealthminder
score

Charles Brock Ii (CRD# 2417232) is an Investment Advisor Representative working at Grace Capital Management, LLC in Fort Myers, FL and has over 22 years of experience in the finance industry.

3
Christopher W. Burch
CRD#: 6001878
13450 Parker Commons Blvd., Suite 101, Fort Myers, FL 33912
90
Wealthminder
score

Christopher Burch (CRD# 6001878) 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.

4
Kurt M. Traulsen
CRD#: 6508645
13450 Parker Commons Blvd., Suite 101, Fort Myers, FL 33912
87
Wealthminder
score

Kurt Traulsen (CRD# 6508645) 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.

5
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 14 years of experience in the finance industry.

6
Cheryl L. Charbonneau
CRD#: 4557798
13450 Parker Commons Blvd., Suite 101, Fort Myers, FL 33912
81
Wealthminder
score

Cheryl Charbonneau (CRD# 4557798) is an Investment Advisor Representative working at Grace Capital Management, LLC in Fort Myers, FL and has over 5 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.

7
Lyndon R. Harrison
CRD#: 4090907
13450 Parker Commons Blvd., Suite 101, Fort Myers, FL 33912
81
Wealthminder
score

Lyndon Harrison (CRD# 4090907) 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.

8
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 14 years of experience in the finance industry.

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