Evan B. Grey

GREY PRIVATE CAPITAL

CHARLOTTE, NC 28277

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CRD#: 7727020

Professional summary

Evan B Grey, CFP®, who also goes by Evan Grey, is a registered financial advisor currently at GREY PRIVATE CAPITAL located in Charlotte, North Carolina.

Evan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Evan has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Evan Grey

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.

Evan Grey is also an employee of ASK Capital Holdings, Inc., a single-family office. Evan Grey devotes more than 50% of his time to his outside business activities.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Evan B Grey's 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®

CFP^®

Certified Financial Planner

Start date: 2022

Experience

Current

April 27, 2023 - Present

GREY PRIVATE CAPITAL

Office #1: 14011 Bespoke Rd Unit 2219, Charlotte, NC 28277

RIA

CRD#: 326464

CHARLOTTE, NC

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

New York
(4/27/2023)

IAR

North Carolina
(10/17/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

GREY PRIVATE CAPITAL

GREY CAPITAL | GREY PRIVATE CAPITAL | GREY CAPITAL MANAGEMENT, LLC | GREY CAPITAL MANAGEMENT LLC

CRD#: 326464 / SEC#:

New York

Registered Investment Advisory firm - (4/27/2023 Approved)

North Carolina

Registered Investment Advisory firm - (10/17/2024 Approved)

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Contact information

Main Address

14011 Bespoke Rd Unit 2219, Charlotte, NC 28277

Mailing Address

5540 Centerview Dr. Suite 204 Pmb 217854, Raleigh, NC 27606

Phone number

(716) 397-8886

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	19
AUM (Assets Under Management)	$ 7,228,903

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.