Evan Grey
Grey Private Capital · Charlotte, North Carolina
Evan Grey is a fee-only financial advisor at Grey Private Capital in Charlotte, North Carolina, who holds the CFP credential. Evan charges a flat fee or retainer and a percentage of assets and focuses on small business owners, retirement planning and family wealth transfer.
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Specialties
Who they serve
- High earners
- Ultra high net worth
- Pre-retirees
- Retirees
- Multi-generational families
- Founders
- Executives
About
Private Wealth Management for clients with $5 - $10 million net worth.
Services
- Asset Allocation
- Cash Flow Planning
- Education Planning
- Estate Planning
- Family Wealth Transfer
- Financial Planning
- Insurance Planning
- Investment Management
- Philanthropic Planning
- Portfolio Rebalancing
- Social Security Planning
- Retirement Planning
- Tax Strategy
- Wealth Management
- Alternative Investments
- Family Office Services
- Portfolio Management
- Risk Management
- Insurance/Risk Management
- Debt Management
- Financial Advice & Coaching
- 401(k) & IRA Management
- Stock Option Planning
Facts
| Firm | Grey Private Capital |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model | Flat fee or retainer · Percentage of assets |
| Assets under management | Under $25M |
| Firm founded | 2023 |
| Firm size | 1 employee |
| Credentials | CFP |
| Investment approach | Passive management |
| SEC registration | Investment adviser representative in NC, NY · CRD 7727020 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | greyprivatecapital.com |
| Profile |
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Questions about Evan
Is Evan Grey a fee-only financial advisor?
Yes. Evan Grey is listed in the public advisor directory (listed as fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Evan's firm.
How does Evan charge for financial advice?
Evan charges a flat fee or retainer and a percentage of assets.
Where is Evan Grey based?
Evan Grey is based in Charlotte, North Carolina.
What does Evan specialize in?
Evan's specialties include small business owners, retirement planning and family wealth transfer. Evan works with high earners, ultra high net worth, pre-retirees, retirees and multi-generational families.
What credentials does Evan Grey hold?
Evan Grey holds the CFP credential.
Is Evan Grey registered with the SEC?
Yes. Evan Grey is registered as an investment adviser representative in NC and NY (CRD 7727020), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Grey Private Capital manage?
Grey Private Capital reports Under $25M in assets under management.
How do I contact Evan Grey?
Through Evan's website, greyprivatecapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Public advisor directory : listed as fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 25, 2026.
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