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Gray OAK Capital Management, LLC

Headquartered in GREENWICH, CT

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Firm Information

Gray OAK Capital Management, LLC is an investment advisor registered with the SEC and based in New York, NY. The firm manages assets for pooled investment vehicles and other investment advisors. They have approximately $50.15 million in regulatory assets under management, with 5 investment advisory functions, 3 investment advisor representatives, and 2 registered representatives.

Gray OAK Capital Management, LLC

$50.16M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

GRAY OAK CAPITAL MANAGEMENT, LLC has a total of 1 branch locations across the country.
location

GREENWICH, CT

Advisors at Gray OAK Capital Management, LLC

View All 1 Advisors
Unclaimed
Michael Stewart Wilkins

RA

GREENWICH, CT

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Mark Andrew Halvorsen

RA

GREENWICH, CT

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Disclosures

There are no public disclosures for Gray OAK Capital Management, LLC.

Frequently Asked Questions (7)

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