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David Peele Gray

Capital Management LLC

Greensboro, NC

CRD 227937

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Employer firm

Capital Management LLC CRD 109416

$383M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Capital Management Llc

628 Green Valley Road Suite 204, Greensboro, NC 27408 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2015-05-04
  • NC RA
    APPROVED
    Since 2015-05-04

Branch Locations

628 Green Valley Road Suite 204, Greensboro, NC 27408 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Capital Management, Llc. Greensboro NC 01/1980 Present
Other Businesses

BIAS Global Portfolios; Director; Investment Related; 24 Howard Street Corporate Plaza Suite 81 George Town Grand Cayman KY1-1000 Cayman Islands; Investment Fund management; Serve on Board of Directors; Start date: 2025-01-01; Hours per month devoted to business during trading hours: .50; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 1; Contact person at the organization: Robert Pires; Website address: biasinvestors.com.

Designations
  • Certified Financial Planner
Other Names
  • David Peele Gray
  • David Peele Gray

View on SEC IAPD

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