Advisor
Grey Private Capital
Grey Private Capital · Charlotte, North Carolina
Fee-only verified Fiduciary State-registered CFP
Structured for AI ingestion
Is this you, Evan?
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About
Private Wealth Management for clients with $5 - $10 million net worth.
Who they serve
- High earners
- Ultra high net worth
- Pre-retirees
- Retirees
- Multi-generational families
- Founders
- Executives
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
Structured record
| Name | Grey Private Capital |
|---|---|
| Firm | Grey Private Capital |
| Location | Charlotte, North Carolina |
| Fee model | Flat Fee/Retainer · Percentage of Assets (AUM) |
| AUM | Under $25M |
| Founded | 2023 |
| Firm size | 1 employee |
| Affiliation | Independent RIA |
| Credentials | CFP |
| Investment approach | Passive management |
| Website | greyprivatecapital.com |
| /evan-grey/ |
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Specialties
- Small business owners
- Retirement planning
- Family wealth transfer