Grey Owl Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$47,667,565
Clients
33
67% high-net worth
Advisors
2
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Clients per advisor
17
Very LowAverage account size
$1,444,472
About
Grey Owl Capital Management provides discretionary portfolio management and related advisory services to individual clients, including both high-net-worth and non‑HNW households. The firm reports approximately $47.7 million in assets under management across 33 client relationships and operates with a two‑advisor team.
The firm uses asset‑based fee arrangements typical for its peer group and offers ongoing portfolio management as described in its Form ADV. Grey Owl’s brochure indicates it provides continuous investment monitoring and client reporting as part of its advisory services.
A notable difference from most supported firms is that Grey Owl publicly advertises historical performance results in its ADV materials, a practice followed by only a small minority of peers (roughly 6%). That disclosure, together with the firm’s relatively small client base and two‑advisor structure, distinguishes its public reporting and transparency compared to many similarly sized advisers.
Client services
Fee options
Main office location
Grey Owl Capital Management, LLC
4250 Fairfax Drive, Suite 600
Arlington VA 22203, United States
Number of offices
1
Most active in
Pennsylvania · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Forms ADV
Quick links
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