⚲
|
Gray William Loyd Jr
✚
|
|
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CRD # | 108916 |
SEC # | 801-99372 |
CIK # | |
AUM | $192.3 MM (2024-03-26) |
Employees | 2 (100% Investors, 0% Brokers) |
Phone | 615-601-3330 |
Address | 900 20th Ave S Nashville, TN 37212 |
Source | [IAPD] [Website] [LinkedIn] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 86 | 11.4 |
(b) Individuals (high net worth individuals) | 13 | 169.1 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 2 | 11.7 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 1 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 313 | 192.3 |
By Discretionary | ||
Discretionary | 313 | 192.3 |
Non-Discretionary | 0 | 0.0 |
Total | 313 | 192.3 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 192.3 | |
Total | 313 | 192.3 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Conscious Wealth Investments LLC
✚
|
FL | 0.2 |
O'Brien Investment Management LLC
✚
|
CA | 0.2 |
Atwater Wealth Management Inc
✚
|
MA | 0.2 |
Westhampton Capital LLC
✚
|
NC | 0.2 |
Thoma Capital Management LLC
✚
|
MD | 0.2 |
Invicta Advisors LLC
✚
|
PA | 0.2 |
Ipsen Advisor Group LLC
✚
|
AR | 0.2 |
Daniel Investment Associates LLC
✚
|
CA | 0.2 |
VCI Wealth Management LLC
✚
|
MO | 0.2 |
Atlas Wealth Partners LLC
✚
|
PA | 0.2 |