RIA Intel›Advisers›California›GROUNDED CAPITAL, LLC

GROUNDED CAPITAL, LLC

Advisory

N·MILL VALLEY, CA

Data as of Feb 27, 2026 · Source: SEC Form ADV

Total AUM
$520M
1-Year AUM Growth
0.0%
3-Year CAGR
-2.8%
Employees
7
Assets Under Management
Total AUM$520M
Discretionary AUM$83M
Non-Discretionary AUM$437M
Discretionary %15.9%
Total Clients2
Team
Total Employees7
Investment Advisers13
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record5
First FilingSep 19, 2022
Latest FilingFeb 27, 2026
🔒 Full AUM trend chart and 5 historical filings spanning 4+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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