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GRAND STRATEGY CAPITAL, LLC

CHARLOTTESVILLE, VA · CRD 154400 · IAPD ↗ · gscapllc.com · 434-202-0238

$137.7MRegulatory AUM
3Advisory reps
3Employees
0Clients
26-50Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
January 2026 — GRAND STRATEGY CAPITAL, LLC (CHARLOTTESVILLE, VA) left the SEC roster (was $137.7M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
60
March 2024 — GRAND STRATEGY CAPITAL, LLC reported RAUM up 26% ($98.7M -> $124.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.