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- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-27-2015
- Office Locations
- 2
Office Locations
About Greybox Investments
Greybox Investments is a Birmingham-based RIA providing wealth management and quantitative portfolio engineering for individuals and institutions. The team uses risk analytics and forward-looking market expectations to build tax-aware, customizable allocations and transparent, liquid equity portfolios. Core offerings include Global Core Equity and a Large Cap Core Equity Income strategy. Custody includes Schwab; led by 30+ year PM Ken Carlson, CFA.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DONIE MARTIN CARLSON
Chief Compliance Officer, Managing Member, Owner
- CRD
- #2375714
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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KENNETH JAMES CARLSON
Owner
- CRD
- #1719690
Len Phillip Rittberg
Director, Senior Portfolio Manager
- CRD
- #5035665
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $176,696,639 | $833,475 |
| Non-Discretionary | $0 | -- |
| Total | $176,696,639 | $833,475 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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