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David Peele Gray

CAPITAL MANAGEMENT LLC·GREENSBORO, North Carolina
Series 1Clean record11 years registeredCAPITAL MANAGEMENT LLC
628 GREEN VALLEY ROAD, GREENSBORO, NC 27408CRD# 227937Firm CRD# 109416

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Peele Gray · GREENSBORO, NC
Registration
CRD #227937 · CAPITAL MANAGEMENT LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

CAPITAL MANAGEMENT LLC
May 2015 – present
02

Registrations & Exams

FINRA examinations passed
Series 1
Registration record
First registered · May 4, 2015
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CAPITAL MANAGEMENT LLC
CRD 109416 · SEC 801-55753
AUM
$325M
Regulatory assets under management
Employees
3
503 client accounts
Services offered by CAPITAL MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CAPITAL MANAGEMENT LLC →
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05

Frequently Asked Questions

What services does David Peele Gray offer?
David Peele Gray specializes in Financial Planning, Investment Management. Contact their office in GREENSBORO, North Carolina for a consultation.
What are David Peele Gray's credentials?
David Peele Gray is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Peele Gray located?
David Peele Gray is based in GREENSBORO, North Carolina, working with CAPITAL MANAGEMENT LLC. Their office serves clients in the GREENSBORO metropolitan area and surrounding communities.
How does David Peele Gray charge for services?
David Peele Gray's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPITAL MANAGEMENT LLC?
CAPITAL MANAGEMENT LLC has approximately 3 employees and manages $325M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CAPITAL MANAGEMENT LLC

Joseph Christian Williams
GREENSBORO, NC

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Research
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