Grace Capital Management

Grace Capital Management

Grace Capital Management opened in Austin, Texas in 2009 as a registered investment advisor combining financial planning with discretionary portfolio management. The firm structures itself to serve individuals, high-net-worth families, corporations and charitable organizations — a multi-constituency client base more common to private wealth groups within banks than to standalone RIAs. Operations remain concentrated in Central Texas, with no disclosed satellite offices. The firm's advisory book spans traditional public-market allocation — equities, taxable and municipal fixed income — alongside broader planning work that can incorporate private-alternative exposure screening, estate coordination, and tax-aware rebalancing. Grace Capital does not market proprietary pooled funds or closed-end vehicles. Its disclosures point toward constructing separately managed accounts and delivering manager due diligence for each household relationship, rather than running a centralized book. No specific direct-investment or co-investment track record has been published. Professionals and total assets under advisement are undisclosed. Grace Capital's regulatory filing footprint is consistent with a lean advisory practice rather than a multi-office platform; no affiliated broker-dealer, trust company, or philanthropic vehicle appears in its public record. The firm's choice to remain in Austin reflects the city's expanding base of technology and private-wealth households, though no specific client concentration has been named. Structurally, Grace Capital diverges from the turnkey asset management programs common among bank-owned advisors — it operates as an independent RIA, which eliminates product-shelf conflicts that arise when a parent bank's proprietary funds must be prioritized. This independence, combined with a planning-first service model, shapes a fiduciary architecture distinct from commission-based brokerages, though the firm has not publicly scaled that advantage into a branded alternative investment capability.