A complete list of active advisors currently associated with David Gray Consulting LLC
Warmer can help you find a great advisor at David Gray Consulting LLC or one who fits your needs even better.
The firm provides discretionary investment management, financial planning, and retirement-plan advisory services to a mix of individual and high‑net‑worth clients as well as trusts, estates, corporations, retirement plans, pensions, and charitable organizations. Services described in the brochure include customized portfolios constructed mainly with low‑cost mutual funds and ETFs, occasional use of individual stocks, bonds and options, written financial plans or consultations, and ERISA‑focused plan oversight and vendor analysis. The advisor describes a primarily long‑term, customized investment approach that uses fundamental, technical and cyclical analysis and may rebalance or trade more actively when client objectives or market conditions warrant. The firm also offers an alternative performance‑based fee option (a mark‑to‑market P&L fee of 10–30% with a high‑water mark and lookback periods) and discloses the use of derivatives, short positions and portfolio borrowing (including Interactive Brokers’ Portfolio Line of Credit) for qualified accounts. Notable differences from many solo independent advisers include the combination of ERISA 3(21)/3(38) retirement plan services and pension consulting with the availability of performance‑based fees and margin/derivative strategies, and participation in an institutional custody program that provides institutional benefits and block‑trading capabilities. The firm also discloses that its principal maintains a full‑time outside role as a project controls manager—an operational detail prospective clients may wish to consider when evaluating availability and service capacity.
To learn more about the advisors currently working at David Gray Consulting LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
North Augusta, SC
| 4
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)