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Jeffery Stephen Erber

Grey OWL Capital Management, LLC

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About Jeffery Stephen Erber

Jeffery Stephen Erber is a financial advisor currently registered with Grey OWL Capital Management, LLC. Jeffery Erber has been a financial advisor since 2005, having previously worked with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED in VIENNA, VA. Jeffery Erber is licensed in both Pennsylvania and Virginia. The firm's main office is located in ARLINGTON, VA. Grey OWL Capital Management, LLC has been in business since 2009 and has approximately 37 employees. The firm primarily provides investment advice to high net worth individuals and individuals other than high net worth individuals. The firm's services include portfolio management for businesses and individuals. Jeffery Erber holds a Series 7 and Series 66 license. Jeffery Erber also holds the designation of Chartered Financial Analyst. Jeffery Erber also owns and operates Cheesétique - a retail food provider.

Firm Information

Jeffery Erber 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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Jeffery Erber’s Registration & Firm History

VA

05/29/2009 - Present

Grey OWL Capital Management, LLC (ARLINGTON VA)

VA

11/03/2005 - 05/29/2009

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

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Licenses & Designations

BOTH

Issued 12/01/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/02/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffery Stephen Erber.
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