GRACE CAPITAL MANAGEMENT, LLC

CRD 150054File 801-111020

APPROVED

Retail clients

Filing as of Mar 27, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$108.7M

Bottom 25% of cohort (national)

Discretionary AUM

$73.8M

Non-discretionary $34.9M

Clients

270 accounts

Employees

Bottom 25% of cohort in TX

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Aug 17, 2017
Principal office: 11651 JOLLYVILLE ROAD, SUITE 300, AUSTIN, TX, 78759
Phone: 512-485-1800
Website: HTTP://WWW.GRACE-CAP.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $108.7M
Discretionary AUM: $73.8M
Non-discretionary AUM: $34.9M
Discretionary accounts: 268
Non-discretionary accounts: 2
Total accounts: 270
AUM per client: $1.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$99K
Charitable organizations	Fewer than 5	$631K
High net worth individuals	23	$47.3M
Pension and profit sharing plans	Fewer than 5	$34.9M
Individuals (other than high net worth individuals)	54	$25.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Performance-based fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.