A complete list of active advisors currently associated with Graybridge Capital

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

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.

To learn more about the advisors currently working at Graybridge 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.

Name	Location	Years of experience
Jackson Southard	Maryville, TN	5

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