A complete list of active advisors currently associated with Gray Lion Capital

Warmer can help you find a great advisor at Gray Lion Capital or one who fits your needs even better.

Gray Lion Capital is a small, independent investment adviser that provides discretionary, fee‑based portfolio management to a limited roster of clients, including high‑net‑worth individuals, trusts, estates and corporate or institutional entities. The firm delivers custom portfolio management using tactical allocation strategies and primarily invests in exchange‑listed equities, U.S. government securities and options. The firm’s investment process draws on fundamental, technical and cyclical analysis to tailor portfolios to client objectives and risk profiles, and it may use cash positions and option writing (including selling puts) as hedging or tactical tools. Management is discretionary and the firm operates with a relatively high stated cumulative account threshold (listed as $5 million), concentrating its attention on a small number of accounts. Notable for an independent, single‑advisor practice, Gray Lion may charge performance‑based fees to qualified clients — a stated 20% fee on calendar‑quarter gains subject to a high‑water mark — and also provides portfolio management services to institutional or business clients. These features, together with a very small client base and focused account minimums, distinguish the firm from many peers that primarily serve broader retail client segments.

To learn more about the advisors currently working at Gray Lion Capital, 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.