$1.4M Total AUM
$1.4M Disc. AUM
-- 3Y CAGR
1 Employees
24 ADV. Clients
3 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-19-2022
- Office Locations
- 1
Office Locations
-- North Augusta SC
About David Gray Consulting LLC
David Gray Consulting LLC is a North Augusta, SC RIA providing customized, high-touch financial and investment planning, including estate planning, charitable giving, insurance, and 529 guidance. Portfolios are primarily implemented with ETFs (with some derivatives) with an emphasis on active management, asset allocation, risk management, and socially responsible investing, and the firm custodians with Interactive Brokers.
Team overview
-- AVG AGE
$1.4M AVG AUM / ADVISOR
$59.0K AVG AUM / CLIENT
3.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
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Services
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Owner & Executives
David Anthony Gray
Chief Compliance Officer, Owner
- CRD
- #7632935
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,415,292 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,415,292 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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