Kenneth James Carlson

Employer firm

Greybox Investments CRD 174077

$177M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → Present
  Dmc Group, Llc
  Birmingham, AL
• 01/1999 → Present
  Martin Farm
  Courtland, AL
• 01/1999 → Present
  Albemarle Corporation
  Courtland, AL
• 01/2008 → Present
  Rockhouse, Llc
  Courtland, AL

Other Businesses

KEN CARLSON SERVES AS A PARTNER OR AGENT OF SEVERAL ENTITIES (ALBEMARLE CORPORATION, MARTIN FARM AND ROCKHOUSE, LLC) RELATED TO THE FAMILY FARM AND ITS OPERATIONS, AND SPENDS 5 HOURS A MONTH, NONE DURING TRADING HOURS, ENGAGED IN RESPONSIBILITIES DIRECTLY RELATING TO THE FAMILY FARM AS REQUIRED. THESE ARE NOT INVESTMENT-RELATED BUSINESSES.

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-10-06

Designations

• Chartered Financial Analyst