Grey Owl Capital Management, LLC

Grey Owl Capital Management, LLC (CRD# 149998) is a financial advisory firm headquartered in Falls Church, VA. They manage $126,545,393 in 212 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    127
    MILLION
  • Total Number of Accounts
    212
    ACCOUNTS
  • Average Account Value
    $596,912
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

NH, NY, PA, VA

Financial Advisors at Grey Owl Capital Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Christopher E. Brugel
CRD#: 1529802
803 West Broad Street, Suite 610, Falls Church, VA 22046
93
Wealthminder
score

Christopher Brugel (CRD# 1529802) is an Investment Advisor Representative working at Grey Owl Capital Management, LLC in Falls Church, VA and has over 24 years of experience in the finance industry.

2
Jeffery S. Erber
CRD#: 5023117
803 West Broad Street, Suite 610, Falls Church, VA 22046
93
Wealthminder
score

Jeffery Erber (CRD# 5023117) is an Investment Advisor Representative working at Grey Owl Capital Management, LLC in Falls Church, VA and has over 11 years of experience in the finance industry.

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