Grammatical Capital, LLC

RIASEC Registered
Total AUM
$7.4M
Discretionary
$7.4M
100% of AUM
Avg account
$409K
Accounts
18
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
324428
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • Individuals48.26%
  • HNWI46.6%
  • Charitable Organizations3.07%
  • Corporations / Businesses2.07%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Grammatical Capital, LLC is a small, fee-based investment adviser focused on discretionary portfolio management for individuals, small businesses and institutional clients. The firm favors equity-centered allocations, running separately managed accounts with a preference for exchange-traded equities. Its business model is percentage-of-AUM compensation and it does not identify as an active ESG investor. Advisory services are limited to portfolio management rather than pension consulting or multi-state advisory consulting. The firm appears to run concentrated, liquid strategies: the bulk of assets sit in publicly traded equities and exchange-traded funds, custodied at Interactive Brokers. Given the scale and client mix, investment decisions are likely implemented with trading efficiency and low-cost, liquid execution in mind.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 51%, Cash & Cash Equivalents 48%, US Government Bonds 1%51%
  • Exchange Traded Equities51%
  • Cash & Cash Equivalents48%
  • US Government Bonds1%

Owners & executives

1 of 1
  • Ethan Hitchcock

    Chief Compliance OfficerCRD 6487830

Contacts

1 of 1
  • Denise Beck

    Co-Managing MemberCRD 7674796

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth