G
GRO Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$11,800,000
Clients
25
0% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
25
TypicalAverage account size
$472,000
About
GRO Capital, LLC is a state-registered investment adviser that provides personalized portfolio management and investment advice to high net worth individuals and trusts. The firm manages roughly $11.8 million in discretionary assets across a small number of client accounts.
The firm’s investment approach is fundamentally driven and valuation-focused, concentrating on small- and mid-cap equities with a particular emphasis on education and business services for long-term capital appreciation; GRO may also include large-cap equities, fixed income for income objectives, and occasional options strategies. Accounts are generally managed as separately managed accounts at custodians such as Charles Schwab and Fidelity, and clients can impose investment restrictions or direct brokerage if they choose.
What is distinctive about GRO is its concentrated, sector-oriented strategy and small operational scale, which can result in meaningful single-position exposure and a higher concentration risk than at more diversified firms. The firm’s principal has an extensive background as a senior equity research analyst with recognized coverage of the education services sector, and the firm maintains written policies to address personal trading conflicts, insider trading prevention, and proxy voting limitations while not participating in wrap fee programs or soft-dollar arrangements.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Active portfolio management
Concentrated stock management
Fee options
$0 - $999,999: 1.5%-2.0% $1,000,000+: 1.0%-2.0%
Account minimum: No formal requirements for opening or maintaining an account with GRO Capital, LLC
Main office location
GRO Capital, LLC
63 Coryell Street Suite A
Lambertville NJ 08530, United States
Number of offices
0
Most active in
GRO Capital, LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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