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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-21-2022
- Office Locations
- 1
Office Locations
About Grayton Beach Capital, LLC
Grayton Beach Capital, LLC is a Miami-based RIA founded in 2022 and led by founder/CCO Robert Arnold. The firm provides asset management and holistic planning for entrepreneurs and other retail clients, including tax and retirement planning, insurance/life insurance, and portfolio construction. Investment focus is fixed income (investment-grade corporate bonds) with stated coverage of alternatives such as private credit, hedge funds, real estate, and digital assets/ESG themes. Custody includes Schwab.
Team overview
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Accredited Investors
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
Robert Arnold
Chief Compliance Officer, Founder, Managing Partner
- CRD
- #5033318
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,400 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,400 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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