Graybridge Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$650,000
Clients
14
Advisors
1
of 1 employees
About
Graybridge LLC dba Graybridge Capital is a state-registered investment adviser that provides discretionary asset management to individuals and high‑net‑worth clients, managing approximately $700,000 in discretionary assets across 14 client accounts. The firm documents client goals and constructs investment strategies based on each client’s objectives, time horizon and risk tolerance, and operates under signed discretionary authority to execute portfolio transactions.
Graybridge uses a mix of fundamental, technical, charting, cyclical and quantitative analysis and states that portfolios are monitored continuously via proprietary algorithms that are manually reviewed, with typical rebalancing on a monthly basis. Investment recommendations and account construction are customized during onboarding and may include the use of margin when deemed suitable for a client’s circumstances.
Noteworthy disclosures include an affiliated outside business: the managing member is a licensed real estate broker affiliated with Realty Executives and spends about one‑third of his time on real estate activities, with the brochure stating clients are not solicited for those services. The firm also discloses it maintains a proprietary trading account and has written personal‑trading policies and routine compliance reviews to mitigate conflicts when affiliated persons’ transactions occur alongside client trades.
Client services
Expertise
Fee options
1.2% annually
Main office
Maryville TN
Advisors at this office
1
Most active in
Tennessee
Also doing business as
Graybridge Capital · Graybridge LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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