David Gray Consulting LLC

Overview

David Gray Consulting LLC is a small, independent registered investment adviser structured as a limited liability company and led by David Gray. The firm focuses on serving individual and family clients with a mix of financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting services. Investment activity is equity-heavy: the adviser favors exchange-traded equities as the primary building block of client portfolios, supplemented by mutual funds and selective allocations to hedge funds through third-party managers. The firm is not an active ESG investor and reports operating out of a single state rather than as a multi-state adviser. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly, fixed-fee, and performance-based structures, allowing David Gray Consulting LLC to accommodate a range of client engagements from ongoing portfolio management to project-based planning work.

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Location & Offices