Grey Private Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$8,823,400
Total clients
12
33% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
12
Average account size
$735,283
About
Grey Private Capital provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, employer-sponsored retirement plans, charitable organizations, and businesses. The firm operates on a fee-only basis and offers both ongoing and project-based planning in addition to discretionary portfolio management.
The firm’s investment approach emphasizes asset allocation and modern portfolio theory, implemented primarily through passive vehicles such as index mutual funds and ETFs held for the long term, with occasional use of fundamental or technical analysis when appropriate. Grey Private Capital also employs outside managers for selected accounts and can construct socially responsible (ESG) portfolios to reflect client values.
What is distinctive about the firm is its work with institutional retirement plans and pension consulting—serving plan sponsors, conducting fee analysis, vendor searches, participant education, and acting in some cases as an ERISA 3(38) investment manager. Grey Private Capital manages roughly $7.23 million across a small number of client relationships and supplements AUM-based management with tailored retainer and project-based engagements for more complex, high-net-worth situations.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
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
Main office location
Grey Private Capital
14011 Bespoke Rd, Unit 2219
Charlotte NC 28277, United States
Number of offices
1
Most active in
Grey Private Capital has reported serving >5 clients in these states in the last 12 months.
New York · North Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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.
Forms ADV
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