Grey Owl Capital Management, LLC

Grey Owl provides discretionary, fee‑only investment management to individuals, pension and profit‑sharing plans, trusts, pooled vehicles, charitable organizations and corporations, managing roughly $47.7 million for 33 clients through a two‑advisor team. Portfolios are customized by risk tolerance and goals and typically include mutual funds, exchange‑traded funds, individual equities and fixed income, and options; the firm generally applies a $250,000 account minimum that it may waive.

The firm describes a go‑anywhere, opportunity‑driven process focused on long‑term capital appreciation, employing fundamental analysis and a mix of growth and value equity styles across market capitalizations. Grey Owl performs ongoing monitoring with at least quarterly reviews, may provide performance and position reports on request, and conducts additional due diligence when recommending alternative private investment funds to accredited investors.

What distinguishes Grey Owl from many peers is that it makes performance information available to clients and may provide formal performance reports, a practice relatively uncommon among similar firms. The firm’s small adviser roster with relatively high assets per client, its participation in selected wrap programs and alternative‑investment work for accredited investors are notable operational features, and the brochure discloses a resolved Pennsylvania registration issue (a consent agreement entered in 2025 with a $7,500 administrative assessment and no admission of wrongdoing).