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Christopher Eric Brugel

Grey OWL Capital Management, LLC

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About Christopher Eric Brugel

Christopher Brugel is an investment advisor representative who has been in the industry for over 30 years. Christopher is currently registered with Grey Owl Capital Management, LLC. Christopher's previous experience includes positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, FBR Investment Services, Inc. and Friedman, Billings, Ramsey & Co., Inc. Christopher has a strong background in portfolio management for individuals and businesses. Christopher holds the Series 7, 24, 63 and 65 licenses.

Firm Information

Christopher Brugel is currently registered with Grey OWL Capital Management, LLC. Grey OWL Capital Management, LLC is an investment advisory firm that provides portfolio management for individuals and businesses. The firm manages approximately $46.8 million in assets for 120 clients. They primarily serve high-net-worth individuals, with 25 clients representing $43.5 million in assets under management. They also serve individuals other than high-net-worth individuals, with 12 clients representing $3.3 million in assets under management.

$46.82M

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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.

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Christopher Brugel’s Registration & Firm History

VA

05/29/2009 - Present

Grey OWL Capital Management, LLC (ARLINGTON VA)

VA

04/09/2001 - 05/29/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VIENNA VA)

VA

06/09/1999 - 04/07/2000

FBR INVESTMENT SERVICES, INC. (ARLINGTON VA)

CA

05/03/1999 - 06/09/1999

FRIEDMAN, BILLINGS, RAMSEY & CO., INC. (LOS ANGELES CA)

VA

07/08/1998 - 05/03/1999

FBR INVESTMENT SERVICES, INC. (ARLINGTON VA)

CA

02/01/1994 - 06/23/1998

FRIEDMAN, BILLINGS, RAMSEY & CO., INC. (LOS ANGELES CA)

NY

08/19/1986 - 01/25/1991

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 02/02/1994

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/20/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/26/1997

Series 24 - General Securities Principal Examination

BC

Issued 01/31/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Eric Brugel.
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