Evan Grey
Advisor at Grey Private 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
Evan Grey is a CFP® professional with two years of industry experience, currently serving as the sole advisor at Grey Private Capital in Charlotte, NC. His prior experience includes roles at Ogorek Wealth Management LLC and ASK Capital Holdings, Inc., where he remains an employee of a single-family office and dedicates over half of his time. Grey Private Capital offers investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, employer-sponsored retirement plans, charitable organizations, and businesses. The firm utilizes an asset allocation approach grounded in modern portfolio theory, primarily employing passive investment vehicles and providing specialized services for institutional retirement plans and pension consulting.
Client services
Based on Grey Private Capital
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on Grey Private Capital
Business sale tax planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Project-based financial planning fixed fees range from $500 to $10,000
$0 - $500,000: 1.10% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.80% $5,000,001+: 0.70%
$300 per hour for project-based financial planning
Fee-only: Financial planning fees: fixed fees range from $500 to $10,000; hourly rate $300 per hour
Location
14011 Bespoke Rd, Unit 2219
Charlotte, NC 28277
Most active in
Evan G has reported serving >5 clients in these states in the last 12 months.
New York · North Carolina
Work history
Grey Capital Management, LLC
2024 - Present (2 years)
ASK Capital Holdings, Inc.
2023 - Present (3 years)
Grey Capital Management, LLC
2023 - 2024 (1 year)
Ogorek Wealth Management LLC
2019 - 2023 (4 years)
Mercyhurst University
2017 - 2019 (2 years)
Jamestown Community College
2015 - 2017 (2 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.
David H
Series 63, Series 65
Indian Trail, NC
Cornerstone Investment Services, Inc.
Drew W
CFP®, Series 63, Series 65
Charlotte, NC
Ocean Advisors, LLC
Geoffrey O
CFP®, Series 63, Series 66
Charlotte, NC
Front Porch Financial Advisory
Francis C
Series 63, Series 66
Matthews, NC
Double Eagle Partners, LLC
Michael S
CFP®, Series 63, Series 66
Charlotte, NC
Sherman Wealth Solutions LLC
Kirk B
CFP®, PFS™, Series 63
Marvin, NC
Block Wealth Management, Inc
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