Gray Colt Financial Planning LLC

RIASEC Registered
Total AUM
$700K
Discretionary
$700K
100% of AUM
Avg account
$46.7K
Accounts
15
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
333202
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Gray Colt Financial Planning LLC is a very small, independent registered investment adviser organized as an LLC that focuses on financial planning and portfolio management for individuals and small businesses. The firm charges clients on a percentage-of-AUM basis and also accepts hourly engagements, and it runs educational seminars and workshops as part of its client outreach. Investment activity is centered on publicly available pooled funds—principally mutual funds—supplemented by access to third-party alternative managers for strategies such as hedge funds, real estate and private credit. The firm does not list ESG as an active focus, and it operates as a single-state adviser with an owner-managed structure, serving a narrow base of individual and family clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 59%, Exchange Traded Equities 40%, Cash & Cash Equivalents 1%59%
  • Public Funds/Mutual Funds59%
  • Exchange Traded Equities40%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • Matthew Grelck

    Matthew Grelck

    Managing MemberCRD 6864825

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth