Gray Lion Capital
RIASEC RegisteredEst. 2025
Total AUM
$7M
Discretionary
$7M
100% of AUM
Avg account
$700K
Accounts
10
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 338776
- Registered since
- November 18, 2025
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Gray Lion Capital is a small, privately owned investment adviser organized as an LLC and SEC-registered in 2025. The firm serves individual and family clients, offering discretionary portfolio management for both private individuals/small businesses and for business or institutional accounts. Its compensation combines a percentage-of-assets-under-management fee with performance-based fees. Gray Lion does not characterize itself as an ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- US Government Bonds5%
Contacts
1 of 1Anthony Doran
PrincipalCRD 7040050
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations