DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Former SEC-registered adviser

Grand Strategy Capital, LLC

Former SEC-registered adviserCharlottesville, VirginiaCRD 154400SEC 801-123561websiteIAPD
Latest filing Jan 15, 2025
First filing on the tape Feb 28, 2022 · 8 filings
SEC status approved since Mar 31, 2022
RAUM
$138M
reported, Item 5.F
Discretionary
81%
of RAUM
Private clients
100%
$138M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
3
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
8 filings and snapshots on the tape
RAUM$138M as of Jan 15, 2025
Mar 7, 2023$98.7M then
HNW client RAUM$127M as of Jan 15, 2025
Mar 7, 2023$89.5M then
State-registered IARs (5.B.3)3 as of Jan 15, 2025
Mar 7, 20233 then
Employees (5.A)3 as of Jan 15, 2025
Mar 7, 20233 then
Private funds: no history
RAUM +11% over the last fiscal yearIARs 3 to 3
Practice profile
derived from the filing of Jan 15, 2025; every figure names its basis
RAUM per advisor
$45.9MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
15derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$4.1MderivedHNW RAUM over HNW clients
Average account
$744,547derivedRAUM over accounts (5.F.2.f)
Discretionary
81%derivedof RAUM
Institutional
0.2%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.0derivedItem 5.A over advisors
Advisors per office
3.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
+11%derivedbetween the last two annual amendments
Advisor growth, one year
+0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year
+0.0%derived
Compensation
percentage of assets, hourly, fixed fees, otherreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisersreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$127M92%
  • Individuals$10.5M7.6%
  • Charitable organizations$229,5440.2%
Individual clients
15reported
HNW clients
31reported
Pension plan clients
0reported
Charitable clients
1reported
Accounts
185reported
Financial planning clients
26-50reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
3 left, 0 joined in 12 months
net -3 in 12 months0 left in 90 days0 joined in 90 days3 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
  • 3 left for Farther
    Oct 9, 2025 · Charlottesville, Va · Firm absorbed
    Teams outTeams in
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • Harvey David Graham · Managing Membercontrol
      since 06/2010 · owns 75% or more
    • Franklin Walter Megonigal · Chief Compliance Officercontrol
      since 08/2010 · owns less than 5%
    Related persons
    Schedule D 7.A
    No related person reported.
    Office movement
    IAPD branch city; joins and departures in 12 months
    OfficeAdvisorsJoinedLeftTeams outForming
    Charlottesville, Va · principal003
    Offices
    Schedule D 1.F, the 25 largest
    No branch office listed.
    What changed
    consecutive filings, newest first
    • Accounts · 166 to 185
      Feb 14, 2024 to Jan 15, 2025
    • HNW clients · 25 to 31
      Feb 14, 2024 to Jan 15, 2025
    • Individual clients · 21 to 15
      Feb 14, 2024 to Jan 15, 2025
    • Financial planning clients · 26-50 to 26-50
      Feb 14, 2024 to Jan 15, 2025
    • Discretionary RAUM · $103M to $111M
      Feb 14, 2024 to Jan 15, 2025
    • HNW RAUM · $116M to $127M
      Feb 14, 2024 to Jan 15, 2025
    • Individual RAUM · $8.6M to $10.5M
      Feb 14, 2024 to Jan 15, 2025
    • Non-discretionary RAUM · $21.1M to $26.4M
      Feb 14, 2024 to Jan 15, 2025
    • RAUM · $124M to $138M
      Feb 14, 2024 to Jan 15, 2025
    • Accounts · 161 to 166
      May 16, 2023 to Feb 14, 2024
    • HNW clients · 32 to 25
      May 16, 2023 to Feb 14, 2024
    • Individual clients · 29 to 21
      May 16, 2023 to Feb 14, 2024
    • Discretionary RAUM · $88.5M to $103M
      May 16, 2023 to Feb 14, 2024
    • HNW RAUM · $89.5M to $116M
      May 16, 2023 to Feb 14, 2024
    • Individual RAUM · $9.0M to $8.6M
      May 16, 2023 to Feb 14, 2024
    • Non-discretionary RAUM · $10.3M to $21.1M
      May 16, 2023 to Feb 14, 2024
    • RAUM · $98.7M to $124M
      May 16, 2023 to Feb 14, 2024
    • Accounts · 158 to 161
      Jun 1, 2022 to Mar 7, 2023
    • Charity clients · 0 to 1
      Jun 1, 2022 to Mar 7, 2023
    • Individual clients · 20 to 29
      Jun 1, 2022 to Mar 7, 2023
    • Financial planning clients · 11-25 to 26-50
      Jun 1, 2022 to Mar 7, 2023
    • Discretionary RAUM · $107M to $88.5M
      Jun 1, 2022 to Mar 7, 2023
    • HNW RAUM · $113M to $89.5M
      Jun 1, 2022 to Mar 7, 2023
    • Individual RAUM · $5.5M to $9.0M
      Jun 1, 2022 to Mar 7, 2023
    • Non-discretionary RAUM · $11.6M to $10.3M
      Jun 1, 2022 to Mar 7, 2023
    • RAUM · $119M to $98.7M
      Jun 1, 2022 to Mar 7, 2023
    Signals
    6 dated events
    • Grand Strategy Capital, Llc no longer on the SEC adviser roster (last listed 2025-12-20, RAUM $137.7M)
      Jan 2, 2026 · Left the SEC roster · derived
    • Joseph Ryerson Coulson left Grand Strategy Capital, Llc for Farther (registered 2025-10-09)
      Oct 9, 2025 · Advisor changed firm · fact
    • Walter Franklin Megonigal left Grand Strategy Capital, Llc for Farther (registered 2025-10-09)
      Oct 9, 2025 · Advisor changed firm · fact
    • David Harvey Graham left Grand Strategy Capital, Llc for Farther (registered 2025-10-09)
      Oct 9, 2025 · Advisor changed firm · fact
    • Grand Strategy Capital, LLC's advisors moved to Farther (Charlottesville, VA): 3 of 3 registered, on the same day
      Oct 9, 2025 · Firm absorbed (people side) · derived
    • Grand Strategy Capital, Llc filed its initial SEC registration (Form ADV)
      Feb 28, 2022 · First SEC registration · fact
    Across DFX
    shared identifiers only, never a name match
    No identifier-backed link to the venture, private equity, family office or sponsor graphs.
    Provenance
    Form ADV
    SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
    Advisors
    IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
    Class
    Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    n/aderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026