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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-27-2023
- Office Locations
- 1
Office Locations
About Grey Private Capital
Grey Private Capital is a fee-only, fiduciary advisory firm serving as a “personal CFO” for high net worth families. The firm coordinates investments alongside tax, estate, and insurance planning, and helps organize day-to-day financial administration and major life transitions without replacing a client’s existing professionals. Led by a CFP® professional and typically custodied at Schwab, it emphasizes active portfolio management and thoughtful asset allocation, including ESG considerations when appropriate.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 12 clients, or 12 clients per representative. That equates to $735.3K in reported AUM per client.
The profile lists 1 reported office location and 3 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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The full Grey Private Capital record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Evan B Grey
Chief Compliance Officer, Investment Advisor, President
- CRD
- #7727020
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,823,400 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,823,400 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Grey Private Capital has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.