{
  "crd_number": 149998,
  "slug": "grey-owl-capital-management-llc-arlington-va-149998",
  "primary_business_name": "GREY OWL CAPITAL MANAGEMENT, LLC",
  "legal_name": "GREY OWL CAPITAL MANAGEMENT, LLC",
  "dbas": [],
  "city": "Arlington",
  "state": "VA",
  "country": "United States",
  "cbsa_code": "47900",
  "metro": {
    "cbsa_code": "47900",
    "common_name": "Washington",
    "msa_name": "Washington-Arlington-Alexandria, DC-VA-MD-WV",
    "path": "/advisors/dc/washington"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2018-04-27",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-04-08",
  "carried_forward": false,
  "raum_total": 47667565.0,
  "raum_discretionary": 47192093.0,
  "raum_non_discretionary": 475472.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 3659721.0,
      "count": 11
    },
    "high_net_worth_individuals": {
      "raum": 44007844.0,
      "count": 22
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "PA",
    "VA"
  ],
  "websites": [
    "https://greyowlcapital.com",
    "https://linkedin.com/company/grey-owl-capital-management-llc"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/149998",
  "disclosure_items": [
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "ARLINGTON",
  "url": "https://advisorcensus.com/firm/grey-owl-capital-management-llc-arlington-va-149998",
  "display_name": "Grey Owl Capital Management, LLC",
  "summary": "Grey Owl Capital Management, LLC is a state-registered investment advisory firm in Arlington, VA, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 8, 2026.",
  "citation": "AdvisorCensus. Grey Owl Capital Management, LLC (CRD 149998): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Grey Owl Capital Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Grey Owl Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Grey Owl Capital Management, LLC located?",
      "a": "Grey Owl Capital Management, LLC's principal office is in Arlington, VA, according to its Form ADV."
    },
    {
      "q": "Is Grey Owl Capital Management, LLC registered with the SEC or a state?",
      "a": "Grey Owl Capital Management, LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 149998."
    },
    {
      "q": "How much does Grey Owl Capital Management, LLC manage?",
      "a": "Grey Owl Capital Management, LLC reports $47,667,565 in regulatory assets under management in its Form ADV filing dated April 8, 2026 (99% discretionary)."
    },
    {
      "q": "What types of clients does Grey Owl Capital Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (22); individuals (other than high net worth individuals) (11)."
    },
    {
      "q": "Does Grey Owl Capital Management, LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/149998"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/grey-owl-capital-management-llc-arlington-va-149998.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 11,
      "fewer_than_5": false,
      "raum": 3659721.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 22,
      "fewer_than_5": false,
      "raum": 44007844.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/149998",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}