# GRB Capital Management LLC

> GRB Capital Management LLC is a state-registered investment advisory firm in Dallas, TX, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 28, 2026.

- CRD: 318917
- Filed as: GRB CAPITAL MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: March 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/318917
- AdvisorCensus page: https://advisorcensus.com/firm/grb-capital-management-llc-dallas-tx-318917

## Quick answers

**How is GRB Capital Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), GRB Capital Management LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is GRB Capital Management LLC located?**
GRB Capital Management LLC's principal office is in Dallas, TX, according to its Form ADV.

**Is GRB Capital Management LLC registered with the SEC or a state?**
GRB Capital Management LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 318917.

**How much does GRB Capital Management LLC manage?**
GRB Capital Management LLC reports $5,085,795 in regulatory assets under management in its Form ADV filing dated March 28, 2026 (100% discretionary).

**What types of clients does GRB Capital Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (11); individuals (other than high net worth individuals) (4); corporations or other businesses not listed above (1).

**Does GRB Capital Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/318917

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $5,085,795
- Discretionary: $5,085,795
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $61,267 |
| High net worth individuals | 11 | $3,577,851 |
| Corporations or other businesses not listed above | 1 | $77,554 |
| Other | 1 | $1,369,123 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. GRB Capital Management LLC (CRD 318917): Form ADV filing data as of October 2026.