Greybox Investments

Greybox Investments (CRD# 174077) is a financial advisory firm headquartered in Birmingham, AL. They manage $97,468,998 in 144 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    97
    MILLION
  • Total Number of Accounts
    144
    ACCOUNTS
  • Average Account Value
    $676,868
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, FL

Financial Advisors at Greybox Investments
Showing 1 - 6 of 6 top financial advisors.
1
Kenneth J. Carlson
CRD#: 1719690
880 Montclair Road, Suite 575, Birmingham, AL 35213
96
Wealthminder
score

Kenneth Carlson (CRD# 1719690) is an Investment Advisor Representative working at Greybox Investments in Birmingham, AL and has over 30 years of experience in the finance industry.

2
Donie M. Carlson
CRD#: 2375714
880 Montclair Road, Suite 575, Birmingham, AL 35213
93
Wealthminder
score

Donie Carlson (CRD# 2375714) is an Investment Advisor Representative working at Greybox Investments in Birmingham, AL and has over 24 years of experience in the finance industry.

3
Roy R. Rumbley
CRD#: 4800237
1950 Stonegate Drive, Suite 325, Birmingham, AL 35242
93
Wealthminder
score

Roy Rumbley (CRD# 4800237) is an Investment Advisor Representative working at Greybox Investments in Birmingham, AL and has over 13 years of experience in the finance industry.

4
Ryan M. Weiss
CRD#: 5056168
880 Montclair Road, Suite 575, Birmingham, AL 35213
93
Wealthminder
score

Ryan Weiss (CRD# 5056168) is an Investment Advisor Representative working at Greybox Investments in Birmingham, AL and has over 11 years of experience in the finance industry.

5
William T. Graves
CRD#: 5653505
880 Montclair Road, Suite 575, Birmingham, AL 35213
90
Wealthminder
score

William Graves (CRD# 5653505) is an Investment Advisor Representative working at Greybox Investments in Birmingham, AL and has 1 year of experience in the finance industry.

6
Thomas J. Perri
CRD#: 6009927
880 Montclair Road, Suite 575, Birmingham, AL 35213
87
Wealthminder
score

Thomas Perri (CRD# 6009927) is an Investment Advisor Representative working at Greybox Investments in Birmingham, AL and has 1 year of experience in the finance industry.

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