Grand Strategy Capital LLC

Grand Strategy Capital LLC (CRD# 154400) is a financial advisory firm headquartered in Charlottesville, VA. They manage $17,100,000 in 50 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $342,000
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 - 2 of 2 top financial advisors.
1
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 16 years of experience in the finance industry.

2
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 8 years of experience in the finance industry.

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