# Grey Owl Capital Management, LLC

> 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.

- CRD: 149998
- Filed as: GREY OWL CAPITAL MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Arlington, VA
- Filing period: October 2026
- Form ADV filing dated: April 8, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/149998
- AdvisorCensus page: https://advisorcensus.com/firm/grey-owl-capital-management-llc-arlington-va-149998

## Quick answers

**How is Grey Owl Capital Management, LLC compensated?**
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.

**Where is Grey Owl Capital Management, LLC located?**
Grey Owl Capital Management, LLC's principal office is in Arlington, VA, according to its Form ADV.

**Is Grey Owl Capital Management, LLC registered with the SEC or a state?**
Grey Owl Capital Management, LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 149998.

**How much does Grey Owl Capital Management, LLC manage?**
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).

**What types of clients does Grey Owl Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (22); individuals (other than high net worth individuals) (11).

**Does Grey Owl Capital Management, LLC report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $47,667,565
- Discretionary: $47,192,093
- Non-discretionary: $475,472

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $3,659,721 |
| High net worth individuals | 22 | $44,007,844 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2018 (8 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA, VA
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(4): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/149998

### Websites listed on Form ADV (Item 1.I)
- greyowlcapital.com
- LinkedIn @grey-owl-capital-management-llc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Grey Owl Capital Management, LLC (CRD 149998): Form ADV filing data as of October 2026.