David Gray
David Gray Consulting · North Augusta, South Carolina
David Gray is a fee-only financial advisor at David Gray Consulting in North Augusta, South Carolina. David Gray Consulting reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | David Gray Consulting |
|---|---|
| Based in | North Augusta, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $1.4M across 24 accounts |
| SEC registration | Investment adviser representative in GA · CRD 7632935 |
| Exams passed | Series 65 (2022) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.davidgrayconsulting.net |
| Profile |
How David's firm compares
- David Gray Consulting's average account is about $59,000, from its Form ADV (assets managed divided by 24 accounts).
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Questions about David
Is David Gray a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and David Gray Consulting reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, David Gray Consulting, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is David Gray based?
David Gray is based in North Augusta, South Carolina.
Is David Gray registered with the SEC?
Yes. David Gray is registered as an investment adviser representative in GA (CRD 7632935), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does David Gray Consulting manage?
David Gray Consulting reports $1.4M across 24 accounts in assets under management.
How do I contact David Gray?
Through David's website, www.davidgrayconsulting.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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