Grand Strategy Capital, LLC

Grand Strategy Capital, LLC (CRD# 154400) is a financial advisory firm headquartered in Charlottesville, VA. They manage $124,414,922 in 166 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
505 Faulconer Drive, Unit 2c, Charlottesville, VA 22903
http://www.gscapllc.com
By the Numbers
  • Total Assets Under Management
    124
    MILLION
  • Total Number of Accounts
    166
    ACCOUNTS
  • Average Account Value
    $749,487
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
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 Coulson, financial advisor Charlottesville VA
Joseph R. Coulson
CRD#: 2584957
505 Faulconer Drive, Unit 2c, Charlottesville, VA 22903

Joseph Coulson (CRD# 2584957) is an Investment Advisor Representative working at Grand Strategy Capital, LLC in Charlottesville, VA and has over 29 years of experience in the finance industry.

2
David Graham, financial advisor Charlottesville VA
David H. Graham
CRD#: 1893291
505 Faulconer Drive, Unit 2c, Charlottesville, VA 22903

David Graham (CRD# 1893291) is an Investment Advisor Representative working at Grand Strategy Capital, LLC in Charlottesville, VA and has over 24 years of experience in the finance industry.

3
Walter Megonigal, financial advisor Charlottesville VA
Walter F. Megonigal
CRD#: 5429803
505 Faulconer Drive, Unit 2c, Charlottesville, VA 22903

Walter Megonigal (CRD# 5429803) is an Investment Advisor Representative working at Grand Strategy Capital, LLC in Charlottesville, VA and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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