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 an independent registered investment adviser operating as a limited liability company that manages portfolios for both individuals/families and institutional clients. The firm charges fees as a percentage of assets under management and provides discretionary portfolio management for individuals, small businesses, and institutions. It is not classified as an active ESG investor and is not listed as a multi-state adviser in the snapshot data.

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

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth