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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.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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