Unclaimed Profile

David Peele Gray

CAPITAL MANAGEMENT LLC·GREENSBORO, North Carolina

Clean recordCAPITAL 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

David Peele Gray is a registered financial advisor based in GREENSBORO, North Carolina, affiliated with CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CAPITAL MANAGEMENT LLC

AUM

$325M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CAPITAL MANAGEMENT LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 227937

Firm CRD# 109416

View on FINRA BrokerCheck →

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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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