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Anthony M. Doran

GRAY LION CAPITAL
Ocala, FL
Some features on this profile are disabled
CRD#: 7040050
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Professional summary

Anthony M Doran is a registered financial advisor currently at GRAY LION CAPITAL located in Ocala, Florida.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Anthony has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony M Doran's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 12, 2026 - Present

GRAY LION CAPITAL

RIA
CRD#: 338776
Ocala, FL
Past

February 3, 2021 - March 11, 2024

GRAY LION CAPITAL

RIA
CRD#: 299448
scottsdale, AZ
Past

January 30, 2019 - June 4, 2019

GRAY LION CAPITAL

RIA
CRD#: 299448
Carefree, AZ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(1/12/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/13/2018
Uniform Investment Adviser Law Examination

Current Firm

GL
GRAY LION CAPITAL
GRAY LION CAPITAL | GRAY LION CAPITAL LLC

CRD#: 338776 / SEC#: 801-134576

RIA
Registered Investment Advisory firm - (11/18/2025 120-Day Approval)
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Contact information

Main Address
Ocala, FL
Mailing Address
Phone number
(480) 284-0384
Established
Firm type
Fiscal year end
# of Employees
1

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GRAY LION CAPITAL BROCHURE (11/19/2025)

Regulatory assets under management

Total Number of Accounts10
AUM (Assets Under Management)$ 5,500,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

GRAY LION CAPITAL

CRD#: 338776Ocala, FL

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