Grace Capital Management, LLC

Grace Capital Management, LLC (CRD# 150054) is a financial advisory firm headquartered in Austin, TX. They manage $113,497,404 in 300 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    113
    MILLION
  • Total Number of Accounts
    300
    ACCOUNTS
  • Average Account Value
    $378,325
Compensation Options
  • A percentage of assets under your management
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

IL, IN, TX

Financial Advisors at Grace Capital Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Jack K. Dorman
CRD#: 5946311
11651 Jollyville Road, Suite 300, Austin, TX 78759
93
Wealthminder
score

Jack Dorman (CRD# 5946311) is an Investment Advisor Representative working at Grace Capital Management, LLC in Austin, TX and has over 6 years of experience in the finance industry.

2
David J. Lloyd
CRD#: 5012137
200 E. 80th Place, # 200, Merrillville, IN 46410
93
Wealthminder
score

David Lloyd (CRD# 5012137) is an Investment Advisor Representative working at Grace Capital Management, LLC in Merrillville, IN and has over 12 years of experience in the finance industry.

3
Timothy J. Rigsby
CRD#: 5656773
200 E. 80th Place, # 200, Merrillville, IN 46410
93
Wealthminder
score

Timothy Rigsby (CRD# 5656773) is an Investment Advisor Representative working at Grace Capital Management, LLC in Merrillville, IN and has over 7 years of experience in the finance industry.

4
David Ash
CRD#: 6895271
Jollyville Road, Suite 300, Austin, TX 78759
87
Wealthminder
score

David Ash (CRD# 6895271) is an Investment Advisor Representative working at Grace Capital Management, LLC in Austin, TX and has 1 year of experience in the finance industry.

5
George R. Duff
CRD#: 2768560
11651 Jollyville Road, Suite 300, Austin, TX 78759
83
Wealthminder
score

George Duff (CRD# 2768560) is an Investment Advisor Representative working at Grace Capital Management, LLC in Austin, TX and has over 21 years of experience in the finance industry.

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