Anthony Doran
Advisor at Gray Lion Capital
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Anthony Doran is a financial advisor at Gray Lion Capital in Ocala, FL, holding a Series 65 designation with three years of industry experience. He has been with Gray Lion Capital since 2018 and also owns a firearm manufacturing business, Black Mountain Tactical. Additionally, he founded Growth Advising Inc., a consulting business, though he is not active in its daily operations. Gray Lion Capital provides discretionary, fee-based portfolio management and investment advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach that incorporates fundamental, technical, and cyclical analysis, utilizing a range of strategies including option writing and sector-focused stock selection.
Fee options
Up to 1.00% annually, negotiable and may be lower depending on account size, type and complexity
20% of gains per calendar quarter for qualified clients meeting financial thresholds, subject to a high water mark.
Account minimum: $5 million Fee-only: Annual management fee up to 1.00%, negotiable, payable monthly in arrears based on account value.
Location
Ocala, FL
Most active in
Anthony D has reported serving >5 clients in these states in the last 12 months.
Florida
Work history
Gray Lion Capital LLC
2018 - Present (8 years)
Growth Advising Inc.
2011 - Present (15 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
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.
Ryan E
CFP®, ChFC®, Series 63, Series 65
Silver Springs, FL
Elevation Haven Financial
Jonathan D
CFP®, CFA®, ChFC®, Series 63, Series 65
Ocala, FL
One Day Wealth Management
Mark C
Series 63, Series 65
Ocala, FL
LifeCare Funding Solutions, LLC
Roger T
Series 63, Series 66
Ocala, FL
Private Client Services Group, LLC
John M
Series 63, Series 65
Ocala, FL
Ocala Capital, LLC
Paul T
ChFC®, Series 65
Ocala, FL
Truesdell Wealth, Inc.
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