Grace Capital Management is an independent wealth advisory firm based in Austin, Texas, serving investors and families with personalized financial guidance. Its team takes a hybrid approach to wealth management, combining traditional portfolio management with alternative investment strategies. Services include managing portfolios of stocks, bonds, exchange-traded funds, and mutual funds, alongside financial planning, retirement strategies, risk management, and ongoing monitoring tailored to clients’ goals.

For accredited investors facing significant tax events, Grace Capital offers specialized tax-focused strategies, including 1031 exchanges, opportunity zones, oil and gas IDC programs, tax-loss harvesting, development deals, and Roth-related strategies. The firm also provides resources to help clients understand their options, such as guides and articles, financial calculators, investment glossaries, strategy comparisons, and the Grace Capital Journal.

Grace Capital Management describes its advisory work as fiduciary and emphasizes an independent, collaborative approach to helping clients build and preserve wealth over time. Investment advisory services are offered through the firm, while securities are offered through Concorde Investment Services, LLC, a separate, unaffiliated broker-dealer.