Last updated: May 2026
Introduction
Grace Capital Management, LLC (“Grace Capital,” “we,” “us,” or “our”) is committed to protecting the privacy and security of your personal information. This Privacy Policy describes how we collect, use, disclose, and safeguard your information when you visit our website or engage our advisory services.
Information We Collect
Information you provide directly:
- Name, email address, phone number, and mailing address
- Financial information provided during the advisory relationship
- Information submitted through our contact forms or newsletter signup
- Communications you send to us via email, phone, or our website
Information collected automatically:
- Browser type, operating system, and device information
- IP address and approximate geographic location
- Pages visited, time spent on pages, and referring URLs
- Cookies and similar tracking technologies
How We Use Your Information
We use the information we collect to:
- Provide investment advisory and financial planning services
- Respond to your inquiries and schedule consultations
- Send newsletters and market updates you have opted into
- Improve our website and user experience
- Comply with legal and regulatory obligations
- Maintain records as required by the SEC and state regulators
Information Sharing
We do not sell your personal information. We may share information with:
- Service providers who assist in operating our website and business (e.g., email platforms, hosting providers), subject to confidentiality agreements
- Concorde Investment Services, LLC (our broker-dealer), as necessary to service your accounts
- Custodians such as Fidelity Investments, to maintain and service your investment accounts
- Regulatory bodies including the SEC and FINRA, as required by law
- Legal authorities when required by law, subpoena, or court order
Cookies and Tracking
Our website uses cookies and similar technologies to enhance your browsing experience. You can control cookies through your browser settings. Disabling cookies may limit some website functionality.
We may use Google Analytics to understand how visitors interact with our website. Google Analytics uses cookies to collect anonymous usage data. You can opt out via the Google Analytics Opt-out Browser Add-on.
Data Security
We implement reasonable administrative, technical, and physical safeguards to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of electronic storage or internet transmission is 100% secure.
Your Rights
You may:
- Request access to the personal information we hold about you
- Request correction of inaccurate information
- Request deletion of your information, subject to legal retention requirements
- Opt out of marketing communications at any time by clicking “unsubscribe” in any email or contacting us directly
Third-Party Links
Our website may contain links to third-party websites (e.g., FINRA BrokerCheck, SEC EDGAR, Fidelity Investments). We are not responsible for the privacy practices of these external sites. We encourage you to review their privacy policies.
Children’s Privacy
Our website and services are not directed to individuals under 18 years of age. We do not knowingly collect personal information from children.
Changes to This Policy
We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated revision date. Your continued use of our website after changes constitutes acceptance of the updated policy.
Contact Us
If you have questions about this Privacy Policy or wish to exercise your privacy rights, please contact us:
Grace Capital Management, LLC Austin, TX 78746 Phone: (512) 485-1800 Email: info@grace-cap.com