GRB CAPITAL MANAGEMENT LLC
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 318917
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI70.35%
- Other26.92%
- Corporations / Businesses1.52%
- Individuals1.2%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
GRB Capital Management LLC is a small, fee-based advisory firm focused on discretionary portfolio management for individuals and small businesses. The firm is organized as a limited liability company with an individual owner and is classified as unclassified for registration purposes. Its client base spans individual and family investors as well as some institutional relationships. GRB Capital is not positioned as an active ESG investor, is not a multi-state adviser, and does not present itself as a capital allocator or pension consultant. Investment activity centers on publicly traded equities and mutual funds, with the firm charging fees as a percentage of assets under management. Advisory services are focused on direct portfolio management rather than running external alternative fund programs or large pooled funds. Industry affiliation is listed under other investment adviser activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities94%
- Cash & Cash Equivalents6%
Contacts
1 of 1GINETTE BEECHERL
Managing MemberCRD 5693381
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DALLAS, TX
DALLAS
Location
DALLAS, TX
Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 3879 Maple Ave
- Time zone
- CT (UTC-6)
- Office locations
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