Advisor at Grayton Beach Capital, LLC
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.
Firm
Grayton Beach Capital, LLC
Location
Miami, FL 33131
Credentials
CFA®, Series 63, Series 65
Industry experience
14 years
Robert Arnold is a CFA® charterholder with 14 years of experience in the financial industry. He is the principal advisor at Grayton Beach Capital, LLC, an independent firm based in Miami, FL. Prior to founding Grayton Beach Capital, he held positions at CQS, TwentyFour Asset Management, and SG Americas Securities. Outside of his advisory role, Arnold serves as a Planning and Zoning commissioner for the Walton County Board of County Commissioners. Grayton Beach Capital provides investment advisory and consulting services to individuals, families, and institutional investors, with a focus on income portfolios, risk management, and financial planning. The firm offers discretionary portfolio management using firm-developed model portfolios emphasizing fixed income, credit, and hedge-fund strategies, as well as OCIO and OCFO services for institutional and family business clients.
Based on Grayton Beach Capital, LLC
$0 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.35%
Insurance, real estate, and mortgage commissions earned separately by licensed agents affiliated with the firm.
$300 per hour for financial planning and consulting services, negotiable depending on scope and complexity.
Account minimum: $100,000
1221 Brickell Ave, Suite 900
Miami, FL 33131
Florida · Illinois · Texas
Walton County Board of County Commissioners
2022 - Present (4 years)
Grayton Beach Capital, LLC
2021 - Present (5 years)
N/a
2020 - 2021 (1 year)
CQS
2018 - 2020 (2 years)
TwentyFour Asset Management
2016 - 2018 (2 years)
SG Americas Securities, LLC
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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