Grand Strategy Capital, LLC

Grand Strategy Capital, LLC (CRD# 154400) is a financial advisory firm headquartered in Charlottesville, VA. They manage $44,683,854 in 95 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    95
    ACCOUNTS
  • Average Account Value
    $470,356
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

VA

Financial Advisors at Grand Strategy Capital, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Joseph R. Coulson
CRD#: 2584957
1414 Sachem Place, Suite 2, Charlottesville, VA 22901
93
Wealthminder
score

Joseph Coulson (CRD# 2584957) is an Investment Advisor Representative working at Grand Strategy Capital, LLC in Charlottesville, VA and has over 23 years of experience in the finance industry.

2
David H. Graham
CRD#: 1893291
1414 Sachem Place, Suite 2, Charlottesville, VA 22901
93
Wealthminder
score

David Graham (CRD# 1893291) is an Investment Advisor Representative working at Grand Strategy Capital, LLC in Charlottesville, VA and has over 18 years of experience in the finance industry.

3
Walter F. Megonigal
CRD#: 5429803
1414 Sachem Place, Suite 2, Charlottesville, VA 22901
93
Wealthminder
score

Walter Megonigal (CRD# 5429803) is an Investment Advisor Representative working at Grand Strategy Capital, LLC in Charlottesville, VA and has over 10 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.