Grand Strategy Capital, LLC

Grand Strategy Capital, LLC is a financial advisory firm established on June 4, 2010, with David Harvey Graham Jr. as the principal owner. The firm offers Investment Supervisory Services tailored to individual client goals, Financial Planning services covering various financial aspects, and the Selection of Other Advisers. Clients may impose restrictions on investments based on personal values. The firm does not participate in wrap fee programs and has over $111 million in discretionary assets under management. Fees for Investment Supervisory Services are 1.00% of total assets under management, with fixed and hourly fees for Financial Planning services. Clients have a minimum account size of $50,000, which may be waived based on client needs. Grand Strategy Capital utilizes fundamental and technical analysis in its investment strategies, with a focus on managing risks. The firm does not accept performance-based fees and primarily serves individuals, high-net-worth individuals, and various entities. Clients can grant the firm investment discretion, and GSC does not accept voting authority for client securities. The firm has no disciplinary events, bankruptcy petitions, or financial conditions impairing its ability to meet client commitments in the last ten years.