Ben
Meadows

Grace Capital Management, LLC

CRD#6318569
Investment Advisor
in Austin, TX

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About this Advisor

Ben Meadows is a financial advisor who works in Austin, Texas, with 3 years of industry experience. Meadows currently works for Grace Capital Management, LLC. During their career, the advisor has held roles at Dwyer Group, Axa Advisors LLC, Triad Advisors, Grace Capital Management, LLC and Dai Securities, LLC. Meadows maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Texas. Grace Capital Management, LLC is a registered investment company that has its headquarters in Austin, TX. It manages $120 million in assets under management between its 507 customer accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 507 client accounts, 29% belong to high-net-worth individuals who have at least $1 million in investable assets. Grace Capital Management, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees usually depend on which services are offered. Fees charged by Grace Capital Management, LLC likely are comprised of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

11651 Jollyville Road Suite 300
Austin, TX 78759

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Grace Capital Management, LLC Brokerage Details

Total Assets Under Management

$120,241,804

TX Average: $3,042,739,679
Total Number of Employees

4

TX Average: 49
Total Number of Accounts

507

TX Average: 2,315
Average Account Size

$237,163

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Ben Meadows Work History

Ben has been registered as a financial advisor for 3 years.*

2023 - Present (1 year)

Dai Securities, LLC

2019 - Present (5 years)

Grace Capital Management, LLC

2020 - 2022 (2 years)

Triad Advisors

2019 - 2020 (1 year)

Triad Advisors

2014 - 2019 (5 years)

Axa Advisors LLC

2013 - 2014 (1 year)

Dwyer Group

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Ben Meadows to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Grace Capital Management, LLC

Ben Meadows
Austin, TX
Lauren Fischer
Austin, TX
David Fischer
Austin, TX
George Duff
Austin, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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