Concorde Adds $110 Million Texas RIA Grace Capital

Grace Capital Management LLC, an Austin, Texas-based hybrid registered investment adviser managing approximately $110 million in assets, has joined the platform of Concorde, an independent broker-dealer and registered investment adviser.

Grace Capital Management is a hybrid registered investment adviser offering investment advisory, tax mitigation, and financial and estate planning services, with a focus on tax-advantaged alternative investments, including 1031 exchanges.

“Grace Capital Management has spent more than two decades helping business owners and families navigate complex investment, tax and estate planning decisions,” said Danielle Delongchamp, president and chief executive officer of Concorde. “Their client-first philosophy and commitment to delivering thoughtful, personalized guidance align closely with Concorde’s mission. We look forward to welcoming the team and supporting the firm’s continued growth.”

Founded in 2004 by George Duff, Grace Capital Management manages approximately $110 million in assets on behalf of business owners, individuals, and families. Through its affiliation with Concorde, the firm will provide securities solutions through Concorde’s broker-dealer platform and gain access to Concorde’s compliance, recruiting, and due diligence resources.

Duff co-founded Duff & Boynton in 1996, building a client base that included professional athletes and business owners. He previously served as vice president of investments at A.G. Edwards & Sons.

“Concorde’s reputation for providing exceptional advisor support, advanced technology and a robust due diligence platform made it the ideal fit for our firm,” said Duff. “We are excited to partner with Concorde and leverage the firm’s resources to expand our Delaware statutory trust business while continuing to provide the personalized service our clients expect.”

AltsWire previously reported that DST.com, a newly launched platform for Delaware statutory trust offerings, joined Concorde’s broker-dealer network to give affiliated advisers a business development tool connecting them with qualified DST and 1031 exchange investors.

Concorde Holdings Inc., headquartered in Michigan, is the parent company of Concorde Investment Services, Concorde Asset Management, and Concorde Insurance Agency. The firm operates across all 50 states and provides broker-dealer, investment advisory, and insurance services to financial professionals.

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